Application Server User Web Interface

Transcription

1 Application Server User Web Interface Administration Guide Release 14.0 Document Version Perry Parkway Gaithersburg, MD USA Tel Fax

2 BroadWorks Guide Copyright Notice Trademarks Copyright 2008 BroadSoft, Inc. All rights reserved. Any technical documentation that is made available by BroadSoft, Inc. is proprietary and confidential and is considered the copyrighted work of BroadSoft, Inc. This publication is for distribution under BroadSoft non-disclosure agreement only. No part of this publication may be duplicated without the express written permission of BroadSoft, Inc. 220 Perry Parkway, Gaithersburg, MD BroadSoft reserves the right to make changes without prior notice. BroadSoft and BroadWorks are registered trademarks of BroadSoft, Inc. Microsoft, MSN, Windows, and the Windows logo are registered trademarks of Microsoft Corporation. Other product names mentioned in this manual may be trademarks or registered trademarks of their respective companies and are hereby acknowledged. This document is printed in the United States of America BROADSOFT INC. PAGE 2 OF 199

3 Document Revision History Release Version Reason for Change Date Author Updated document for re-branding. January 6, 2006 Roberta Boyle Updated for EVs 28669, 26386, 30015: Added note on Voice Portal configuration, clarification on Conferencing Roll Call and Hand Raising, plus new CommPilot graphic. March 13, 2006 Robb Surridge Deleted custom features. May 19, 2006 Patricia Renaud Streamlined to simplify and reduce page count. Some sections moved into new guides. July 11, 2006 Leif R. Montin Minor changes. September 1, 2006 Leif R. Montin Edited document. September 1, 2006 Patricia Renaud Updated document for Release Close (RC). October 18, 2006 Margot Hovey Edited document. October 19, 2006 Patricia Renaud Updated for Release 14.sp1 Client Management System (CMS) features. February 15, 2007 Leif R. Montin Edited changes. February 16, 2007 Patricia Renaud Updated section Add a Custom Ringback User step 5 for EV March 1, 2007 Roberta Boyle Edited changes. March 26, 2007 Patricia Renaud Updated section 3.24 Automatic Hold Retrieve for EV May 15, 2008 Roberta Boyle Edited and published document. June 13, 2008 Patricia Renaud 2008 BROADSOFT INC. PAGE 3 OF 199

4 Table of Contents 1 About This Guide Profile Access Profile Menu Profile Addresses Passwords Reset Your Password Time Schedule Add a Schedule Modify or Delete a Time Schedule Privacy Turn Privacy On and Off Incoming Calls Access Incoming Calls Menu Anonymous Call Rejection Turn Anonymous Call Rejection On and Off Calling Line ID Blocking Override Turn Calling Line ID Blocking Override On and Off Calling Name Retrieval Turn Calling Name Retrieval On and Off Call Forwarding Always Turn Call Forwarding Always On and Off Call Forwarding Busy Turn Call Forwarding Busy On and Off Call Forwarding No Answer Turn Call Forwarding No Answer On and Off Call Notify Activate or Deactivate a Call Notify Entry Add a Call Notify Entry Modify or Delete a Call Notify Entry Do Not Disturb Turn Do Not Disturb On and Off External Calling Line ID Delivery Turn External Calling Line ID Delivery On and Off Internal Calling Line ID Delivery Turn Internal Calling Line ID Delivery Alternate Numbers (Distinctive Ring) Turn Distinctive Ring Feature On and Off Select Distinctive Ring Pattern BROADSOFT INC. PAGE 4 OF 199

5 3.13 Call Centers Indicate Your Call Center Availability Call Forwarding Selective Set the Default Forwarding Number Add a Call Forwarding Selective Call Entry Modify or Delete a Call Forwarding Selective Entry View, Activate, Deactivate Call Forwarding Selective Call Entries CommPilot Express Configure Profiles for Incoming Calls Custom Ringback User Add a Custom Ringback User Modify or Delete a Custom Ringback User Entry Priority Alert Activate or Deactivate a Priority Alert Add a Priority Alert Modify or Delete a Priority Alert Selective Acceptance Activate or Deactivate a Selective Acceptance Entry Add a Selective Acceptance Entry Modify or Delete a Selective Acceptance Entry Selective Rejection Activate or Deactivate a Selective Rejection Entry Add a Selective Rejection Entry Modify or Delete a Selective Rejection Entry Sequential Ring Configure Features of the Sequential Ring Service Set the Ring Sequence Add Sequential Ring Call Entries Modify or Delete Sequential Ring Call Entries View, Activate or Deactivate Sequential Ring Call Entries Series Completion View Your Series Completion Groups Simultaneous Ring Activate or Deactivate Simultaneous Ring Add a Number or SIP-URI Address to Your Simultaneous Ring List Delete a Phone Number/SIP-URI Address from Your Simultaneous Ring List Automatic Hold Retrieve Holding a Call Retrieving a Call AHR Recall Configuring Automatic Hold/Retrieve Outgoing Calls BROADSOFT INC. PAGE 5 OF 199

6 4.1 Access Outgoing Calls Menu Automatic Callback Call Return Calling Party Category Last Number Redial Calling Line ID Blocking Speed Dial Speed Dial View or Delete Speed Dial 100 Dialing Codes Set a Speed Dial 100 Code Modify a Speed Dial 100 Entry Account Codes Personal Phone List View or Delete Phone List Entries Add an Entry to Your Personal Phone List Modify or Delete an Entry in Your Personal Phone List Import a Comma-delimited Text File Preferred Carrier User Two-Stage Dialing Call Control Access Call Control Menu Barge-in Exempt Turning Barge-in Exempt On and Off Call Waiting Turn Call Waiting On and Off Call Pickup Customer Originated Trace Verify Assigned Feature Access Codes Directed Call Pickup Pick Up a Call at an Extension of Your Call Pickup Group Directed Call Pickup with Barge-in View the Status of the Warning Tone Diversion Inhibitor Flash Call Hold Call Transfer Three-Way Call N-Way Call Music/Video On Hold Turn Music/Video On Hold On and Off Charge Number Hoteling Host Hoteling Guest BROADSOFT INC. PAGE 6 OF 199

7 5.17 Instant Messaging and Presence Mobile Extension to Extension Dialing Push to Talk Configure Push to Talk Options Allow Push to Talk Calls From Selected Users Physical Location Remote Office Shared Call Appearance Query the Alternate Locations Assigned to You Video Add-On Turn Video Add-On On and Off Set the Maximum Originating Call Delay Calling Plans Access Calling Plans Menu Incoming Calling Plan Outgoing Calling Plan Display Outgoing Calls You Can Place Display the Outgoing Calls You Can Forward Display the Outgoing Calls You Can Forward or Transfer Display Your Permission, Be Forwarded, or Transferred Outgoing Digit Plan Display Special Calls You Can Make Display Special Calls You Can Forward or Transfer Client Applications Access Client Applications Menu Attendant Console Customize the Attendant Console Display Calls with Attendant Console Filter Calls in the Attendant Console Busy Lamp Field CommPilot Call Manager Client Call Control Outlook Integration Phone Status Monitoring Windows Messenger BroadWorks Agent BroadWorks Supervisor BroadWorks Assistant Enterprise BroadWorks Receptionist BroadWorks Communicator BroadWorks Communicator Multimedia BROADSOFT INC. PAGE 7 OF 199

8 7.15 BroadWorks Communicator G Client License Messaging Access Messaging Menu Aliases View or Delete Your Aliases Add an Alias Distribution Lists Create a Distribution List Add or Delete a Distribution List Entry Greetings To Set the Busy Greeting: To Set the No Answer Greeting: Voice Portal Upload a Recorded Personalized Name Voice Management Activate and Set Up Voice Messaging Configure Advanced Settings for Voice Management Third-Party MWI Control Use Third-Party MWI Control Third-Party Voice Mail Support Configure a Third-Party Voice Mail System Voice Portal Calling Turn Voice Portal Calling On or Off Fax Messaging Turn Fax Messaging On and Off Service Scripts Access Service Scripts Menu Configuration Enable or Disable CPL Scripts Load Load a CPL Script Logs View and Clear the CPL Log Utilities Access Utilities Menu Authentication Set Your New Password Enhanced Call Logs View Placed Calls View Received Calls BROADSOFT INC. PAGE 8 OF 199

9 View Missed Calls Feature Access Codes View Your Feature Access Codes Group Directory View the Group Directory View or Print a Summary of the Group Directory View or Print a Phone List Enterprise Directory View the Enterprise Directory View or Print a Summary of the Enterprise Directory View or Print a Phone List Intercept User View Intercept User Status Conferencing Access Conferencing Menu Conferences List Current Conferences List Future Conferences List Expired Conferences Delete a Conference from the Future List Add a Conference to Start Immediately Add a One-Time Conference Add a Recurring Conference Add a Reservationless Conference Modify a Conference Control a Conference Modify Conference Documents Add a Document to be Available for a Conference Delete a Document Available for a Conference Modify a Conference Recording Playing a Conference Recording Delete a Conference Recording Delete a Conference Access as a Leader Join a Conference as a Leader Make a Presentation as a Leader Send Invitations to a Leader Book an Appointment with a Leader for a Conference Access as a Participant Join a Conference as a Participant View a Presentation as a Participant Send Invitations to Participants BROADSOFT INC. PAGE 9 OF 199

10 Book an Appointment with a Participant for a Conference Recordings List Recordings Delete a Recording Playback a Recording Playback a Recorded Slideshow Bridges List Bridges Delegate Bridge Administration Reports Index BROADSOFT INC. PAGE 10 OF 199

11 Table of Figures Figure 1 User Profile Figure 2 User Profile Figure 3 User Addresses Figure 4 User Addresses (CMS) Figure 5 User Passwords Figure 6 User Time Schedule Figure 7 Time Schedule Time Schedule Add Figure 8 Time Schedule Time Schedule Modify Figure 9 User Privacy Figure 10 User Incoming Calls Figure 11 Incoming Calls Anonymous Call Rejection Figure 12 Incoming Calls Calling Line ID Blocking Override Figure 13 Incoming Calls Calling Name Retrieval Figure 14 Incoming Calls Call Forwarding Always Figure 15 Incoming Calls Call Forwarding Busy Figure 16 Incoming Calls Call Forwarding No Answer Figure 17 Incoming Calls Call Notify Figure 18 Call Notify Call Notify Add Figure 19 Call Notify Call Notify Modify Figure 20 Incoming Calls Do Not Disturb Figure 21 Incoming Calls External Calling Line ID Delivery Figure 22 Incoming Calls Internal Calling Line ID Delivery Figure 23 Incoming Calls Alternate Numbers Figure 24 Incoming Calls Alternate Numbers Figure 25 Incoming Calls Call Centers Figure 26 Incoming Calls Call Forwarding Selective Figure 27 Call Forwarding Selective Call Forwarding Selective Add Figure 28 Call Forwarding Selective Call Forwarding Selective Modify Figure 29 Incoming Calls Call Forwarding Selective (View) Figure 30 Incoming Calls CommPilot Express (Available In the Office) Figure 31 Incoming Calls CommPilot Express (Available Out of the Office) Figure 32 Incoming Calls CommPilot Express (Busy) Figure 33 Incoming Calls CommPilot Express (Unavailable) Figure 34 Incoming Calls Custom Ringback User Figure 35 Custom Ringback User Custom Ringback User Add Figure 36 Custom Ringback User Customer Ringback User Modify Figure 37 Incoming Calls Priority Alert Figure 38 Priority Alert Priority Alert Add Figure 39 Priority Alert Priority Alert Modify Figure 40 Incoming Calls Selective Call Acceptance Figure 41 Selective Call Acceptance Selective Call Acceptance Add Figure 42 Selective Call Acceptance Selective Call Acceptance Modify Figure 43 Incoming Calls Selective Call Rejection Figure 44 Selective Call Rejection Selective Call Rejection Add Figure 45 Selective Call Rejection Selective Call Rejection Modify Figure 46 Incoming Calls Sequential Ring Figure 47 Sequential Ring Sequential Ring Add Figure 48 Sequential Ring Sequential Ring Modify Figure 49 Incoming Calls Sequential Ring (View) Figure 50 Incoming Calls Series Completion Figure 51 Incoming Calls Simultaneous Ring Personal Figure 52 Simultaneous Ring Personal Simultaneous Ring Personal Add BROADSOFT INC. PAGE 11 OF 199

12 Figure 53 Simultaneous Ring Personal Simultaneous Ring Personal Delete Figure 54 Incoming Calls Automatic Hold/Retrieve Figure 55 User Outgoing Calls Figure 56 Outgoing Calls Automatic Callback Figure 57 Outgoing Calls Call Return Figure 58 Outgoing Calls Calling Party Category Figure 59 Outgoing Calls Last Number Redial Figure 60 Outgoing Calls Calling Line ID Delivery Blocking Figure 61 Outgoing Calls Speed Dial Figure 62 Outgoing Calls Speed Dial Figure 63 Speed Dial 100 Speed Dial 100 Add Figure 64 Speed Dial 100 Speed Dial 100 Modify Figure 65 Outgoing Calls Account Codes Figure 66 Outgoing Calls Personal Phone List Figure 67 Personal Phone List Personal Phone List Add Figure 68 Personal Phone List Personal Phone List Modify Figure 69 Personal Phone List Personal Phone List Import Figure 70 User Preferred Carrier Figure 71 Outgoing Calls Two-Stage Dialing Figure 72 User Call Control Figure 73 Call Control Barge-in Exempt Figure 74 Call Control Call Waiting Figure 75 Call Control Call Pickup Figure 76 Call Control Customer Originated Trace Figure 77 Call Control Directed Call Pickup Figure 78 Call Control Directed Call Pickup with Barge-in Figure 79 Call Control Diversion Inhibitor Figure 80 Call Control Flash Call Hold Figure 81 Call Control Call Transfer Figure 82 Call Control Three-Way Call Figure 83 Call Control N-Way Call Figure 84 Call Control Music/Video On Hold Figure 85 Call Control Charge Number Figure 86 Call Control Hoteling Host Figure 87 Call Control Hoteling Guest Figure 88 Call Control Instant Messaging and Presence Figure 89 Call Control Mobile Extension to Extension Dialing Figure 90 Call Control Push to Talk Figure 91 Call Control Physical Location Figure 92 Call Control Remote Office Figure 93 Call Control Shared Call Appearance Figure 94 Call Control Shared Call Appearance (Bottom of Page for CMS) Figure 95 Call Control Video Add-On Figure 96 Call Control Video Add-On (CMS) Figure 97 User Calling Plans Figure 98 Calling Plans Incoming Calling Plan Figure 99 Calling Plans Outgoing Calling Plan (Originating Calls) Figure 100 Calling Plans Outgoing Calling Plan (Initiating Call Forwards) Figure 101 Calling Plans Outgoing Calling Plan (Initiating Call Forwards/Transfers) Figure 102 Calling Plans Outgoing Calling Plan (Being Forwarded/Transferred) Figure 103 Calling Plans Outgoing Digit Plan (Originating Calls) Figure 104 Calling Plans Outgoing Digit Plan (Forwarded/Transferred Calls) Figure 105 User Client Applications Figure 106 Client Applications Attendant Console Figure 107 Attendant Console Page BROADSOFT INC. PAGE 12 OF 199

13 Figure 108 User Busy Lamp Field Figure 109 Client Applications CommPilot Call Manager Figure 110 Client Applications Client Call Control Figure 111 Client Applications Outlook Integration Figure 112 Client Applications Phone Status Monitoring Figure 113 Client Applications Windows Messenger Figure 114 Client Applications BroadWorks Agent Figure 115 Client Applications BroadWorks Supervisor Figure 116 Client Applications BroadSoft Assistant Enterprise Figure 117 Client Applications BroadWorks Receptionist Figure 118 Client Applications BroadWorks Communicator Figure 119 Client Applications BroadWorks Communicator Multimedia Figure 120 Client Applications BroadWorks Communicator G Figure 121 User Messaging Figure 122 Messaging Aliases Figure 123 Aliases Aliases Add Figure 124 Messaging Distribution Lists Figure 125 Distribution Lists Distribution Lists Add/Delete Figure 126 Messaging Greetings Figure 127 Messaging Voice Portal Figure 128 Messaging Voice Management Figure 129 Voice Management Management Advanced Settings Figure 130 Messaging Third-Party MWI Control Figure 131 Messaging Third-Party Voice Mail Support Figure 132 Messaging Voice Portal Calling Figure 133 Messaging Fax Messaging Figure 134 User Service Scripts Figure 135 Service Scripts Configuration Figure 136 Service Scripts Load Figure 137 Service Scripts Logs Figure 138 User Utilities Figure 139 Utilities Authentication Figure 140 User Enhanced Call Logs (Placed Calls Tab) Figure 141 User Enhanced Call Logs (Received Calls Tab) Figure 142 User Enhanced Call Logs (Missed Calls Tab) Figure 143 Utilities Feature Access Codes Figure 144 Utilities Group Directory Figure 145 Utilities Group Directory Summary Figure 146 Utilities Group Directory Detail Figure 147 Utilities Enterprise Directory Figure 148 Utilities Enterprise Directory Summary Figure 149 Utilities Enterprise Directory Detail Figure 150 Utilities Intercept User Figure 151 User Conferencing Menu Figure 152 User Conferences (Current Tab) Figure 153 User Conferences (Future Tab) Figure 154 User Conferences (Expired Tab) Figure 155 User Conferences (Future Tab) Figure 156 Conferences Conferences Quick Add Figure 157 Conferences Conferences Add (A One-Time Conference) Figure 158 Conferences Conferences Add (A Recurring Conference) Figure 159 Conferences Conferences Add (Recurring Weekly) Figure 160 Conferences Conferences Add (Recurring Monthly) Figure 161 Conferences Conferences Add (Reservationless Conference) Figure 162 Conferences Conferences Modify BROADSOFT INC. PAGE 13 OF 199

14 Figure 163 Conferences Conference Call Control Figure 164 Conferences Conferences Modify Documents Figure 165 Conferences Conferences Modify Recordings Figure 166 Conferences Recordings Playback Figure 167 Conferences Recordings Playback Figure 168 Conferences Conferences Modify/Delete Figure 169 Conferences Conferences Modify (Leader Access Section) Figure 170 Conferences Modify Join a Conference Figure 171 Conferences Modify Leader Presentation Figure 172 Leader Presentation Sample Document Figure 173 Conferences Modify Participant Access Section Figure 174 Participant Access Join a Conference Figure 175 Participant Access Participant Presentation Figure 176 Conferences Recordings Figure 177 User Recordings Playback Figure 178 User Slideshow Playback Figure 179 User Conference Bridges Figure 180 User Conference Bridge Delegates Figure 181 User Reports BROADSOFT INC. PAGE 14 OF 199

15 1 About This Guide The BroadWorks Application Server User Web Interface Administration Guide is designed to assist users with all CommPilot Personal web portal functions for the BroadWorks Applications Server. The web portal enables users to self-configure and manage group and personal features in real-time. Detailed instructions for each CommPilot Personal function and page can be found both in this guide and in the online help, available from the Help link on each web page. This guide assumes users are familiar with the procedures in the BroadWorks Getting Started Web Interface Administration Guide BROADSOFT INC. PAGE 15 OF 199

16 2 Profile Use the User Profile menu page to manage your personal profile data. Once you ve logged into the system, the User Profile page appears, which is the user s Home page. At any time you can click Home to return to your Home page. Figure 1 User Profile Basic menu The User Profile Basic menu displays the items that all users can use including: Profile Addresses Passwords Time Schedule Advanced services This menu displays the menu items that users can use only if such functions have been assigned to them: Privacy 2.1 Access Profile Menu When you log in, the User Profile menu page appears. This is your Home page. Click Home to access this page from any other page in CommPilot Personal web interface or click Profile in the Options list. 2.2 Profile Use this menu item on the User Profile menu page to modify your personal information. Information marked with an asterisk is required. You cannot edit read-only information BROADSOFT INC. PAGE 16 OF 199

17 Figure 2 User Profile 1) On the User Profile menu page, click Profile. The User Profile page appears. 2) On the Profile page, position your mouse pointer in the text box to edit and click. Required data are indicated with an asterisk (*). Other data are optional, but recommended. 3) Press DELETE on your keyboard to empty the field of its contents, or simply begin typing to enter new information. Input Box Name Required? Instructions Example Service Provider ID (Read only) Service provider for your group. SP01 Group (Read only) Name of the group to which you belong. GP01 User ID (Read only) Your login ID. Joe123 Last Name Yes Your last name. Smith First Name Yes Your first name. Joe Calling Line ID Last Name (Read only) Last name that appears on caller ID. Smith Calling Line ID First Name (Read only) First name that appears on caller ID. Joe Calling Line ID Phone Number* (Read only) Optional Phone number that appears on caller ID. If the system administrator has enabled the Configurable Calling Line ID (CLID) for Emergency Calls, this number appears for emergency calls (for example, 911). If this number does not appear, the Group CLID appears for BROADSOFT INC. PAGE 17 OF 199

18 emergency calls. Department (Read only) Your department. Finance Language Yes The language of your interface. English Time Zone Yes A drop-down list of time zones. (GMT-05:00) US Indiana Additional Information Area Title No Your title. Marketing Director Pager No Your complete pager number. If this number is not one assigned to the group, type the complete number: +<country code> <national number>. For example, +1 must precede a long-distance number within the U.S. Mobile No Your complete mobile phone number. If this number is not one assigned to the group, type the complete number: +<country code> <national number>. For example, +1 must precede a long-distance number within the U.S. Yahoo ID No Your Instant Messaging Yahoo ID. No Your valid address in the format of user@host.com. Location No Your specific location (for example floor number or cubicle number). Address No Your street address; this is likely the company address. There are two lines for information such as a suite or office number Chatsalot88 joe@broadsoft.co m 12 th Floor 123 Main Street Suite 701 City No Your city name. Baltimore State/Province No A drop-down list of states and Canadian provinces. MD Zip/Postal Code No Your zip or postal code Country No Your country. United States NOTE: The Calling Line ID Phone Number does not appear on the web page if your administrator did not configure this item using the command line interface (CLI). 4) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page BROADSOFT INC. PAGE 18 OF 199

19 2.3 Addresses Use this menu item on the User Profile menu to view your phone numbers and other identities that are used to make and receive calls. Figure 3 User Addresses Figure 4 User Addresses (CMS) 1) On the User Profile menu page, click Addresses. The User Addresses page appears. The following table explains the items on this page: Input Box Name Required? Instructions Example Phone Number (Read-only) Your phone number Extension (Read-only) Your extension BROADSOFT INC. PAGE 19 OF 199

20 Input Box Name Required? Instructions Example Aliases (Read-only) Up to three valid aliases to be used for URL dialing and other services. om Or sip: broadsoft.com Identity/Device Profile Area (not available in CMS) Identity/Device Profile Name (Read-only) Assigned IP phone. SipPhone2 Line/Port (Read-only) Assigned line or port for your IP phone Or broadsoft.com Set Up Identity Area (CMS only) Sip (Read-only) Assigned line identity for your phone. Contact sip (Read-only) The statically registered contact sip, for devices capable of static registration. broadsoft.com :5060; user=phone;transpo rt=udp> 2) To display the previous page, click OK. The User Profile menu page appears. 2.4 Passwords Use this menu item on the User Profile menu page to reset your password. Figure 5 User Passwords Reset Your Password Use this procedure to reset your web access or voice portal password. 1) On the User Profile menu page, click Passwords. The User Passwords page appears BROADSOFT INC. PAGE 20 OF 199

21 2) Click the button to indicate which password you are changing. To change the password that gets you into BroadWorks, click Set web access password. To change the password for your voice messaging options, click Set voice portal password. 3) Type your current password. Type the password exactly as you do when logging into the system, including capitalization. The password does not appear as you type on the keyboard; * appears for each character typed, for example, ******. 4) Type the new password. Enter the password exactly as you do when logging into the system, including capitalization. Web access passwords are alphanumeric combinations that must begin with a character. Voice portal passwords are numeric characters only. The password does not appear as you type on the keyboard; * appears for each character typed, for example ******. 5) Type the new password again. Re-type the new password exactly as it was typed the first time, including capitalization. 6) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page. 2.5 Time Schedule Use this menu item on the User Profile menu page to: Add a Schedule Modify or Delete a Time Schedule The User Time Schedule page is a list page that contains an advanced search. The advanced search lets you define specific search criteria to narrow your search and display a manageable list. For more information on defining search criteria, see the BroadWorks Getting Started Web Interface Administration Guide. Figure 6 User Time Schedule Add a Schedule Use this procedure to add a personal schedule. Personal schedules effect the following service configurations: Selective Call Forwarding, Selective Call Rejection, Selective Call Acceptance, and Priority Alert BROADSOFT INC. PAGE 21 OF 199

22 Figure 7 Time Schedule Time Schedule Add 1) On the User Profile menu page, click Time Schedule. The User Time Schedule page appears. 2) Click Add. The User Time Schedule Add page appears. The time schedule is composed of call entries that include the day of the week, the start time, the end day, and the end time. 3) Type the name of the schedule in the Time Schedule Name text box. 4) From the Start Day drop-down list, select the day to start the entry. 5) Type the start time, and select AM or PM from the drop-down list (if required by the time format). 6) From the End Day drop-down box, select the end day of the entry. 7) Type the end time, and select AM or PM from the drop-down list (if required by the time format). 8) Repeat steps 3 through 6 for each entry to add to the schedule. 9) To save your changes and display the previous page, click OK. To exit without saving, select another page or click Cancel to display the previous page BROADSOFT INC. PAGE 22 OF 199

23 2.5.2 Modify or Delete a Time Schedule Use this procedure to modify or delete a time schedule entry. Figure 8 Time Schedule Time Schedule Modify 1) On the User Profile menu page, click Time Schedule. The User Time Schedule page appears. 2) Click Edit in the row for the entry. The User Time Schedule Modify page appears. 3) To remove the time schedule click Delete. The entry is deleted and the User Time Schedule page appears. WARNING: This action cannot be undone. Once you click Delete, the schedule is permanently deleted. 4) To modify, change the information as required. 5) To save your changes and display the previous page, click OK. To exit without saving, select another page or click Cancel to display the previous page. 2.6 Privacy Turn Privacy On and Off Use this menu item on the User Profile page to turn Privacy on or off. By default all user names and numbers appear in Group and Enterprise directory listings. These listings are accessible via the User Utilities menu and the Call Manager Group/Enterprise tab. The Profile Privacy menu page allows you to eliminate your name from these directory listings. With privacy on, when another user does a directory listing, your name, and information will not appear. With privacy off, you name appears as usual BROADSOFT INC. PAGE 23 OF 199

24 NOTE: Turning Privacy on hides your name and number from other users in your own group/enterprise and from group administrators. It does not hide it in LDAP listings or Outlook listings, nor does it remove it from people s personal directories. Figure 9 User Privacy 1) On the User Profile menu page, click Privacy from the Advanced menu. The User Privacy page appears. 2) For Privacy, click On. To eliminate Privacy, click Off. 3) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page BROADSOFT INC. PAGE 24 OF 199

25 3 Incoming Calls Use the User Incoming Calls menu page to manage incoming calls, for example, call forwarding or screening your calls. Figure 10 User Incoming Calls The list of menu items below includes all existing functions and services, although you may not see all of them on your User Incoming Calls menu page. Your User Incoming Calls page displays menu items that you can use only if such items have been assigned to them. Contact your system administrator to have additional functions or services assigned to you. The User Incoming Calls menu page contains these menu items: Basic menu This menu displays menu items that all users can use: Anonymous Call Rejection Calling Line ID Blocking Override Calling Name Retrieval Call Forwarding Always 2008 BROADSOFT INC. PAGE 25 OF 199

26 Call Forwarding Busy Call Forwarding No Answer Call Notify Do Not Disturb External Calling Line ID Delivery Internal Calling Line ID Delivery Advanced services This menu displays the menu items that users can use only if such functions have been assigned to them: Automatic Hold Retrieve Alternate Numbers Call Centers Call Forwarding Selective CommPilot Express Custom Ringback User Priority Alert Selective Acceptance Selective Rejection Sequential Ring Series Completion Simultaneous Ring 3.1 Access Incoming Calls Menu To access the User Incoming Calls menu page, click Incoming Calls in the Options list. 3.2 Anonymous Call Rejection Turn Anonymous Call Rejection On and Off Use this menu item on the User Incoming Calls page to turn Anonymous Call Rejection on and off. The Anonymous Call Rejection service allows you to reject calls from callers who have blocked the identification of their phone numbers BROADSOFT INC. PAGE 26 OF 199

27 Figure 11 Incoming Calls Anonymous Call Rejection 1) On the User Incoming Calls menu page, click Anonymous Rejection. The User Anonymous Call Rejection page appears. 2) For Anonymous Call Rejection, click On. To turn it off, click Off. When on, Anonymous Rejection rejects calls from callers who have chosen to block the identification of their phone numbers. The caller hears a message notifying that his/her call is being rejected. 3) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page. 3.3 Calling Line ID Blocking Override Turn Calling Line ID Blocking Override On and Off Use this menu item on the User Incoming Calls page to turn Calling Line ID Blocking Override on or off. The Calling Line ID Blocking Override service allows you to view the calling line ID of callers, including those who have blocked their IDs. Figure 12 Incoming Calls Calling Line ID Blocking Override 1) On the User Incoming Calls menu page, click Calling Line ID Blocking Override. The User Calling Line ID Blocking Override page appears. 2) To turn Calling Line ID Blocking Override on, click On. To turn it off, click Off BROADSOFT INC. PAGE 27 OF 199

28 3) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page. NOTE: You must also have Calling Line ID Delivery assigned to display blocked calling line IDs. 3.4 Calling Name Retrieval Turn Calling Name Retrieval On and Off Use this menu item on the User Incoming Calls page to turn Calling Name Retrieval on and off. The Calling Name Retrieval service allows you to retrieve the names of callers from the network. Figure 13 Incoming Calls Calling Name Retrieval 1) On the User Incoming Calls menu page, click, Calling Name Retrieval. The User Calling Name Retrieval page appears. 2) To enable Calling Name Retrieval, click On. To Disable it, click Off. 3) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page. If any of the following services are configured, Call Name Retrieval does not retrieve the caller s information: Anonymous Call Rejection Call Forwarding Busy Call Forwarding Always Call Forwarding Selective Do Not Disturb Selective Call Acceptance Selective Call Rejection 2008 BROADSOFT INC. PAGE 28 OF 199

29 Incoming Plan Lawful Intercept Terminator Service Intercept User Service CPL Service 3.5 Call Forwarding Always Turn Call Forwarding Always On and Off Use this menu item on the User Incoming Calls page to turn Call Forwarding Always on and off. The Call Forwarding Always service allows you to redirect all your calls to another number or SIP-URL. NOTE: You can access this page by clicking the CFA link on your CommPilot Call Manager page. When the CFA is activated, this service is on. When it is not activated, it is off. As well, you can access Call Forwarding Always from the Voice Portal service. Figure 14 Incoming Calls Call Forwarding Always 1) On the User Incoming Calls menu page, click Call Forwarding Always. The User Call Forwarding Always page appears. 2) To enable Call Forwarding Always, click On. To disable it, click Off. 3) Type the number or SIP-URI address to forward your calls to in the Calls Forward to text box (dashes, parentheses, or spaces are not necessary). If this number is not one assigned to the group, type the complete number: +<country code> <national number>. For example, +1 must precede long distance calls within the U.S. This is required information when the service is on. The text box must be populated with a valid phone number. NOTE: You can enter feature access codes and speed codes in addition to phone numbers and extensions with this service BROADSOFT INC. PAGE 29 OF 199

30 4) To cause a short ring burst to be played at your office phone when a call is forwarded, check Play Ring Reminder when a call is forwarded. 5) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page. NOTE: You can modify this information at any time. Remember to save your changes. 3.6 Call Forwarding Busy Turn Call Forwarding Busy On and Off Use this menu item on the User Incoming Calls page to turn Call Forwarding Busy on and off. The Call Forwarding Busy service allows you to redirect your calls to another number or SIP-URI when you are engaged in a call. Figure 15 Incoming Calls Call Forwarding Busy 1) On the User Incoming Calls menu page, click Call Forwarding Busy. The User Call Forwarding Busy page appears. 2) To enable Call Forwarding Busy, click On. To disable it, click Off. 3) Type the number or SIP-URI to forward your calls to in the Calls Forward to text box (dashes, parentheses, or spaces are not necessary). If this number is not one assigned to the group, type the complete number: +<country code> <national number>. For example, +1 must precede long distance calls within the U.S. This is required information when the service is on. The text box must be populated with a valid phone number. NOTE: You can enter feature access codes and speed codes in addition to phone numbers and extensions with this service. 4) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page BROADSOFT INC. PAGE 30 OF 199

31 To exit without saving, select another page or click Cancel to display the previous page. NOTE: You can modify this information at any time. Remember to save your changes. 3.7 Call Forwarding No Answer Turn Call Forwarding No Answer On and Off Use this menu item on the User Incoming Calls page to turn Call Forwarding No Answer on and off. The Call Forwarding No Answer service allows you to redirect your calls to another number or SIP-URI when you do not answer after a certain number of rings. NOTE: Other services, such as Messaging, share this setting and if it is changed in one service, that change affects all other services. Figure 16 Incoming Calls Call Forwarding No Answer 1) On the User Incoming Calls menu page, click Call Forwarding No Answer. The User Call Forwarding No Answer page appears. 2) To enable Call Forwarding No Answer, click On. To disable it, click Off 3) Type the number or SIP-URI address to forward your calls to in the Calls Forward to text box (dashes, parentheses, or spaces are not necessary). If this number is not one assigned to the group, type the complete number: +<country code> <national number>. For example, +1 must precede long distance calls within the U.S. This is required information when the service is on. The text box must be populated with a valid phone number. NOTE: You can enter feature access codes and speed codes in addition to phone numbers and extensions with this service. 4) Click the button that indicates the number of rings before forwarding BROADSOFT INC. PAGE 31 OF 199

32 5) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page. NOTE: You can modify this information at any time. Remember to save your changes. 3.8 Call Notify Use this menu item on the User Incoming Calls page to: Activate or Deactivate a Call Notify Entry Add a Call Notify Entry Modify or Delete a Call Notify Entry The Call Notify service allows you to receive an notification when you receive a call Activate or Deactivate a Call Notify Entry Use this procedure to activate or deactivate an existing Call Notify entry. The entry specifies the where a message is to be sent to notify you of an incoming call during a specific time schedule when it is activated. No notification is sent to an entry that is deactivated. Figure 17 Incoming Calls Call Notify 1) On the User Incoming Calls menu page, click Call Notify. The User Call Notify page appears. 2) Check the Active check box beside the selection to activate. To deactivate this selection, uncheck the Active check box. 3) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page BROADSOFT INC. PAGE 32 OF 199

33 NOTE: The Call Notify service is dependent on the Calling Line ID (external and internal) services. If Calling Line ID is not enabled, the caller s name and number are not included in the Call Notify Add a Call Notify Entry Use this procedure to add an address where you want to receive notification of an incoming call. Figure 18 Call Notify Call Notify Add 1) On the User Incoming Calls menu page, click Call Notify. The User Call Notify page appears. 2) Type the address to send the notification to in the Send to text box. 3) Click Apply to save your changes. 4) Click Add. The User Call Notify Add page appears. 5) In the * Description text, type a description of the phone numbers in this selection. 6) Select the time schedule to use this service from the drop-down list. NOTE: Define your time schedules on the User - Time Schedule page. 7) To have notifications of calls from any phone number sent, select Any phone number. 8) To receive notifications of calls from a defined telephone number, select Following phone numbers. You can select Any private number or Any unavailable number. Click your cursor in the text box and type the complete number to trigger the service. If this number is not one assigned to the group, type the complete number: +<country 2008 BROADSOFT INC. PAGE 33 OF 199

34 code> <national number>. For example, +1 must precede long distance numbers within the U.S. You can enter up to 12 numbers for this service. You can use wild cards. The? is a wild card that can replace a single digit anywhere in a digit string. A trailing * represents a digit string and can only appear at the end of a string containing digits and? wild cards. For example, ?4, ??34, and 4505?5*, are all valid call entries. 9) To save your changes and display the previous page, click OK. To exit without saving, select another page or click Cancel to display the previous page Modify or Delete a Call Notify Entry Use this procedure to modify or delete a Call Notify entry. Figure 19 Call Notify Call Notify Modify 1) On the User Incoming Calls menu page, click Call Notify. The User Call Notify page appears. 2) Click Edit in the row for the entry. The User Call Notify Modify page appears. 3) To remove an entry, click Delete. The entry is deleted and the User Call Notify page appears. WARNING: This action cannot be undone. Once you click Delete, the instance is permanently deleted. 4) To modify, change the information as required. 5) To save your changes and display the previous page, click OK BROADSOFT INC. PAGE 34 OF 199

35 To exit without saving, select another page or click Cancel to display the previous page. 3.9 Do Not Disturb Turn Do Not Disturb On and Off Use this menu item on the User Incoming Calls page to turn Do Not Disturb on and off. The Do Not Disturb service allows you to block your incoming calls. NOTE: You can access this screen by clicking the DND link on the CommPilot Call Manager page. When the button to the left of the DND link on the CommPilot Call Manager is activated, this service is on. When it is not activated, it is off. Figure 20 Incoming Calls Do Not Disturb 1) On the User Incoming Calls menu page, click Do Not Disturb. The User Do Not Disturb page appears. 2) To activate Do Not Disturb, click "On. To deactivate it, click Off. 3) To hear a ring when calls come in when Do Not Disturb is on, check the Play Ring Reminder when a call is blocked check box. A ring reminder is played if this service blocks a call while this check box is checked. To disengage the ring reminder, uncheck the Play Ring Reminder when a call is blocked check box. 4) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page External Calling Line ID Delivery Turn External Calling Line ID Delivery On and Off Use this menu item on the User Incoming Calls page to turn External Calling Line ID Delivery on and off. The External Calling Line ID Delivery service allows you to view the caller identification of a caller from an external group BROADSOFT INC. PAGE 35 OF 199

36 Figure 21 Incoming Calls External Calling Line ID Delivery 1) On the User Incoming Calls menu page, click External Calling Line ID Delivery. The User External Calling Line ID Delivery page appears. 2) To enable External Calling Line ID Delivery, click "On. To disable it, click Off. 3) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page Internal Calling Line ID Delivery Turn Internal Calling Line ID Delivery Use this menu item on the User Incoming Calls page to turn Internal Calling Line ID Deliver on and off. The Internal Calling Line ID Delivery service allows you to view the caller identification of a caller from within your group. Figure 22 Incoming Calls Internal Calling Line ID Delivery 1) On the User Incoming Calls menu page, click Internal Calling Line ID Delivery. The User Internal Calling Line ID Delivery page appears. 2) To enable Internal Calling Line ID Delivery, click On. To disable it, click Off. 3) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page BROADSOFT INC. PAGE 36 OF 199

37 3.12 Alternate Numbers (Distinctive Ring) Use this menu item on the User Incoming Calls page to: Turn Distinctive Ring Feature On and Off Select Distinctive Ring Pattern The Alternate Numbers service allows you to have up to ten alternate phone numbers or extensions assigned, in addition to your main phone number. You can be reached through any of the phone numbers. The first number is the main or primary phone number, while the additional ten numbers are your alternate or secondary phone numbers. Each alternate phone number can be a direct inward dialing number (DID) or an extension. For each alternate number, you can associate one of the four ring patterns. All calls to the main number result in the normal ring pattern. Calls to the alternate numbers result in a distinctive ring pattern that corresponds to the number that was used. If you are busy (and Call Waiting is enabled), an incoming call to the main number results in the usual call waiting tone, while an incoming call to any of the alternate numbers results in a distinctive call waiting tone. When calls are placed to one of the alternate numbers using the CommPilot Call Manager, the alternate phone number in addition to the caller s main number appear. You can select whether or not a distinctive ring should be provided when a call arrives on an alternate number, or whether the normal ring (pattern 1) should always be used. You can assign one of four ring patterns to an alternate number. The support for a distinctive ring pattern depends on the capability of a user s device. If the device does not support a distinctive ring pattern, then the normal ring pattern is applied. NOTE: When someone calls into your CommPilot Call Manager, the originating number displays AS WELL AS, and (Alternate #) is displayed in parentheses BROADSOFT INC. PAGE 37 OF 199

38 Turn Distinctive Ring Feature On and Off Use this procedure to enable or disable a distinctive ring for incoming calls on the alternate numbers displayed on this page. Figure 23 Incoming Calls Alternate Numbers 1) On the User Incoming Calls menu page, click Alternate Numbers. The User Alternate Numbers page appears. 2) To enable Distinctive Ring, click On. To disable it, click Off. 3) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page Select Distinctive Ring Pattern Use this procedure to assign a distinctive ring pattern for each number BROADSOFT INC. PAGE 38 OF 199

39 Figure 24 Incoming Calls Alternate Numbers 1) On the User Incoming Calls menu page, click Alternate Numbers. The User Alternate Numbers page appears. 2) From the Ring Pattern drop-down list, select the ring pattern for the number you want to define. You can select from the following four ring patterns: Normal Long-Long Short-Short-Long Short-Long-Short 3) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page. NOTE: There are different Call Waiting ring patterns associated with each of the four Alternate Number ring patterns. If the user has the Call Waiting feature assigned and enabled, the Call Waiting ring pattern is based on the Alternate Number ring pattern selected Call Centers The Call Centers menu appears only if the group you are a member of has been assigned this service by your service provider. Use this menu item on the User Incoming Calls page to indicate your call center availability BROADSOFT INC. PAGE 39 OF 199

40 The Call Centers service allows you to signal whether you are available or unavailable to take calls from your call centers Indicate Your Call Center Availability Use this procedure to indicate whether you are available to your Call Center to receive calls. Figure 25 Incoming Calls Call Centers 1) On the User Incoming Calls menu page, click Call Centers. The User Call Centers page appears. The User Call Centers page displays the items described below. Item Call Center ID Phone Number Extension Description Name or number of the Call Center assigned by the administrator. Phone number assigned to the Call Center. Extension associated with your Call Center phone. 2) Check the Available check box to indicate that you are available to receive calls in your Call Center group. Uncheck the Available check box to indicate that you are unavailable to receive calls in your Call Center group. 3) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page Call Forwarding Selective The Call Forwarding Selective service allows you to forward incoming calls with criteria that you set (a call entry) to a default phone number, SIP-URI address, or to another number of your choice. NOTE: The criteria for each Call Forwarding Selective call entry can be a list of up to 12 caller phone numbers or digit patterns, or SIP-URI addresses, and a specified time schedule during which the service is active. All criteria for a call entry must be satisfied for the call to enter Call Forwarding Selective (phone number and day of week and time of day). Otherwise, the call does not activate the service BROADSOFT INC. PAGE 40 OF 199

41 NOTE 2: You can enter feature access codes and speed codes in addition to phone numbers and extensions with this service. Use the following procedures to configure the Call Forwarding Selective service and manage call entries. Set the Default Forwarding Number Add a Call Forwarding Selective Call Entry Modify or Delete a Call Forwarding Selective Entry View, Activate, Deactivate Call Forwarding Selective Call Entries 3.15 Set the Default Forwarding Number Use this procedure to set the default forwarding number or SIP-URI address. Figure 26 Incoming Calls Call Forwarding Selective 1) On the User Incoming Calls menu page, click Call Forwarding Selective. The User Call Forwarding Selective page appears. 2) In the *Default Calls Forward to phone number/sip-uri text box, type the phone number or SIP-URI address that you want to be your default forwarding number. This is required information. 3) To associate a sound (a short burst of rings) with the delivery of forwarded calls, click to select Play Ring Reminder when a call is forwarded. 4) All calls you specify go to the default number or SIP-URI address unless you specify a different forwarding number or SIP-URI address. To specify a different forwarding number or SIP-URI address, see section Add a Call Forwarding Selective Call Entry. You can enter feature access codes and speed codes in addition to phone numbers and extensions with this service. 5) To add an entry to specify criteria for callers whose numbers you want forwarded, see section Add a Call Forwarding Selective Call Entry BROADSOFT INC. PAGE 41 OF 199

42 6) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page Add a Call Forwarding Selective Call Entry Use this procedure to specify an alternate forwarding number or SIP-URI address and to add a Call Forwarding Selective entry. Figure 27 Call Forwarding Selective Call Forwarding Selective Add 1) On the User Incoming Calls menu page, click Call Forwarding Selective. The User Call Forwarding Selective page appears. 2) Click Add. The User Call Forwarding Selective Add page appears. 3) In the *Description text box, type a name for the entry you are adding. 4) Choose the Use Default Forward phone number/sip-uri or Forward to another phone number/sip-uri option. Type in the number or SIP-URI address you want to use as your forwarding number or SIP-URI address if you choose the second option. 5) From the Selected Time Schedule drop-down list, choose a time period during which you want calls forwarded to the specified callers. NOTE: Define your time schedules on the User Profile Time Schedule page. If you have not set any time schedules, your choices are Every Day All Day and any group time schedules that your group administrator has set BROADSOFT INC. PAGE 42 OF 199

43 6) To have calls from any phone number forwarded to the number or SIP-URI address you specified and at the time you specified, select Any phone number. 7) To receive notifications of calls from a defined telephone number, select Following phone numbers. You can select Any private number or Any unavailable number. Enter these phone numbers in the Specific phone numbers text boxes. If a number is not one assigned to the group, type the complete number: <country code> <national number>. You can enter up to 12 numbers for this service. You can use wild cards. The? is a wild card that can replace a single digit anywhere in a digit string. A trailing * represents a digit string and can only appear at the end of a string containing digits and? wild cards. For example, ?4, ??34, and 4505?5*, are all valid call entries. You can enter only one number if you want. Entering information in these text boxes clears the Any phone number check box. You can add more numbers by creating another entry with the same forwarding number. 8) To save your changes and display the previous page, click OK. To exit without saving, select another page or click Cancel to display the previous page. To modify criteria in an entry, see section Modify or Delete a Call Forwarding Selective Entry Modify or Delete a Call Forwarding Selective Entry Use this procedure to modify or delete a Call Forwarding Selective entry. Figure 28 Call Forwarding Selective Call Forwarding Selective Modify 1) On the User Incoming Calls menu page, click Call Forwarding Selective. The User Call Forwarding Selective page appears BROADSOFT INC. PAGE 43 OF 199

44 2) Click Edit on the right of the row for the entry. The User Call Forwarding Selective Modify page appears. 3) To remove and entry, click Delete. The entry is deleted and the User Call Forwarding Selective screen appears. WARNING: This action cannot be undone. Once you click Delete, the instance is permanently deleted. 4) To modify, change the information as required. NOTE: Highlight the text box you wish to change and type over the highlighted entry. Do not use the Delete button on the page to clear a box. The Delete button permanently deletes all information for the entry on the page. 5) To save your changes and display the previous page, click OK. To exit without saving, select another page or click Cancel to display the previous page View, Activate, Deactivate Call Forwarding Selective Call Entries Use this procedure to view all call entries and activate and deactivate one or more call entries. Figure 29 Incoming Calls Call Forwarding Selective (View) 1) On the User Incoming Calls menu page, click Call Forwarding Selective. The User Call Forwarding Selective page appears. 2) To view the call entries you have configured, look at the call entries at the bottom of the page. Call entries you have configured are automatically active. To see all details of an entry, click on Edit. The Call Forwarding Selective Modify page appears with the selected entry criteria displayed. Click OK to return to the Call Forward Selective page BROADSOFT INC. PAGE 44 OF 199

45 3) To activate an entry on the Call Forward Selective page, click on the Active check box to select it. 4) To deactivate an entry on the Call Forward Selective page, click on the Active check box to deselect it. 5) To save your changes and display the previous page, click OK. To exit without saving, select another page or click Cancel to display the previous page CommPilot Express Use this menu item on the User Incoming Calls page to configure profiles for incoming calls. The CommPilot Express service allows you to select your CommPilot Express profile and configure the handling of your incoming calls Configure Profiles for Incoming Calls Use this procedure to configure CommPilot Express profiles for incoming calls. 1) On the User Incoming Calls menu page, click CommPilot Express. The User CommPilot Express page appears. 2) From the Current Profile drop-down list, select your current status. The default status is None. For the Available In the Office Profile Figure 30 Incoming Calls CommPilot Express (Available In the Office) 2008 BROADSOFT INC. PAGE 45 OF 199

46 3) If you want your calls to ring at a phone or SIP-URI address in addition to your primary phone, type an alternative phone number (not extension) or SIP-URI where you can be reached in the Also ring this phone number /SIP-URI text box. When you receive a call, your phone rings and so does the other phone number or SIP-URI address that you provide for this option. If this number is not one assigned to the group, type the complete number: +<country code> <national number>. For example, +1 must precede a long distance number within the U.S. NOTE: You can enter feature access codes and speed codes in addition to phone numbers and extensions with this service. 4) To have Voice Messaging take the call when your line is busy, click the button beside this option. Or, To forward these calls, click the Forward to this Phone Number/SIP-URI button and type the phone number or SIP-URI address. 5) To have Voice Messaging take the call when there is no answer, click the button beside this option. Or, To forward calls when there is no answer, click the Forward to this Phone Number/SIP-URI button, and type the phone number or SIP-URI address. For the Available - Out of the office profile: Figure 31 Incoming Calls CommPilot Express (Available Out of the Office) 1) To have Voice Messaging take incoming calls, click the button beside this option. Or, To forward calls these calls, click the Forward to this Phone Number/SIP-URI button and type the phone number or SIP-URI address. If this number is not one assigned to the group, type the complete number: +<country code> <national number>. For example, +1 must precede a long distance number within the U.S. 2) Check the Also me when a call comes in at check box, if you would like a short message sent to you when a message arrives, and then complete the Address text box BROADSOFT INC. PAGE 46 OF 199

47 For the Busy Profile Figure 32 Incoming Calls CommPilot Express (Busy) 1) To specify up to three numbers to bypass the Busy setup, check the Send all calls to Voice Messaging except calls from these Phone numbers check box and type the phone numbers from the calls to forward. This option allows you to screen your calls, allowing just a few selected ones to come through. Otherwise, when your status is Busy, all incoming calls are forwarded to your voice mail. If this number is not one assigned to the group, type the complete number: +<country code> <national number>. For example, +1 must precede long distance numbers within the U.S. 2) Type the phone number or SIP-URI address where these calls can be answered in the text box called which will be forward to this phone number/sip-uri. If this number is not one assigned to the group, type the complete number: +<country code> <national number>. For example, +1 must precede a long distance number within the U.S. 3) If you want an notification, check the Also me a notification when a Voice Message is received to check box. Complete the Address text box. For the Unavailable profile: Figure 33 Incoming Calls CommPilot Express (Unavailable) 1) To specify up to three numbers to bypass the Unavailable setup, check the Send all calls to Voice Messaging except calls from these Phone numbers check box and type the phone numbers from the calls to forward. This option allows you to screen your calls, allowing just a few selected ones to come through. Otherwise, when your status 2008 BROADSOFT INC. PAGE 47 OF 199

48 is Unavailable all incoming calls are forwarded to your voice mail. If this number is not one assigned to the group, type the complete number: +<country code> <national number>. For example, +1 must precede long distance numbers within the U.S. 2) Type the phone number or SIP-URI address where these calls can be answered in the text box called which will be forward to this phone number/sip-uri. If this number is not one assigned to the group, type the complete number: +<country code> <national number>. For example, +1 must precede a long distance number within the U.S. 3) Click the button to select the greeting you want callers to hear. 4) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page Custom Ringback User A ringback is the ringing heard by the calling party when they have dialed a number but it has not yet been answered by the called party. Custom ringback tones are customizable clips of recorded music, video, or other personalized audio content that you can substitute for the default ringback. When someone calls you, instead of the default ringback, they hear the custom ringback you specified. BroadWorks allows you to specify both a custom audio ringback and custom video ringback, at both the user and group level. What the caller hears or sees depends on the capabilities of their phone, and which custom ringbacks you have provided. It also depends on the date, time, and number criteria you have specified in the ringback profile. For audio-only callers, the situation is straightforward. If you specify a custom audio ringback file at the user level, this is what they hear. Otherwise, they hear the custom audio ringback file that has been specified for the group. If no custom ringback has been specified at the user or group level, the system default ringback is heard. For video-enabled callers, the default setting plays the custom audio file, if configured, with no accompanying video component. If no custom audio file is configured, the caller is played the video ringback file configured for the group. The following table summarizes the behavior: Audio Ringback File Video Ringback File Video-Capable Caller Result Y N N Audio ringback is used. Y Audio Ringback is used. Y N Audio Ringback is used. Y Video ringback is used. N Y N Custom Ringback (at user level) does not apply. Y Video ringback is used. You can specify a different ringback tone for up to 12 phone numbers or digit patterns. Use this feature to play a different ringback for your manager, a family member, or a customer, for example. In addition to a number or digit pattern, you can specify time of day and day of week criteria as well BROADSOFT INC. PAGE 48 OF 199

49 The ringbacks, numbers, or digit patterns and time and day criteria are stored in profiles. For the custom ringback to apply, the incoming number must match all criteria in a profile. You can create as many ringback profiles as you like, activating and deactivating them as you see fit. Figure 34 Incoming Calls Custom Ringback User On the User Incoming Calls page, select Custom Ringback User from the Advanced Menu. The User Custom Ringback User page appears Add a Custom Ringback User 1) Select Add from the User Custom Ringback User page. The Custom Ringback User Add page appears BROADSOFT INC. PAGE 49 OF 199

50 Figure 35 Custom Ringback User Custom Ringback User Add 2) In the *Description text box, enter a description for the Ringback User. 3) In the Selected Time Schedule drop-down list, select the time schedule. 4) For Audio Ringback and Video Ringback, select: Default, or Personal Ringback File to select your own file. Select Browse to search, and then add your file to the Load text box. 5) To play the ringback for all calls, select Any phone number. 6) To play the ringback for calls from a defined telephone number, select Following phone numbers. You can select Any private number or Any unavailable number. Click your cursor in a text box and type the phone numbers (not extensions). If this number is not one assigned to the group, type the complete number: +<country code> <national number>. For example, +1 must precede a long distance number within the U.S. You can enter up to 12 numbers for this service. You can use wild cards. The? is a wild card that can replace a single digit anywhere in a digit string. A trailing * represents a digit string and can only appear at the end of a string containing digits and? wild cards. For example, ?4, ??34, and 4505?5* are all valid call entries BROADSOFT INC. PAGE 50 OF 199

51 Modify or Delete a Custom Ringback User Entry Use this page to modify or delete a Custom Ringback User entry. Figure 36 Custom Ringback User Customer Ringback User Modify 1) On the User Incoming Calls menu page, click Custom Ringback User. The User Custom Ringback User page appears. 2) Click the Edit link next to the selection you want to modify or delete. The User Custom Ringback User Modify page appears. 3) To remove an entry, click Delete. The entry is deleted and the User Custom Ringback User page appears. WARNING: This action cannot be undone. Once you click Delete, the instance is permanently deleted. 4) To modify, change the information as required. 5) To save your changes and display the previous page, click OK. To exit without saving, select another page or click Cancel to display the previous page BROADSOFT INC. PAGE 51 OF 199

52 3.18 Priority Alert Use this menu item on the User Incoming Calls page to: Activate or Deactivate a Priority Alert Add a Priority Alert Modify or Delete a Priority Alert The Priority Alert service allows you to assign a distinctive ring to certain selected incoming calls. The table below provides an explanation of each priority alert: Item Description Days Hours Calls From Description Description of the instance of the priority alert. Days assigned to the priority alert. Hours assigned to the priority alert. Phone numbers assigned to the priority alert Activate or Deactivate a Priority Alert Use this procedure to set or deactivate an existing priority alert. Figure 37 Incoming Calls Priority Alert 1) On the User Incoming Calls menu page, click Priority Alert. The User Priority Alert page appears. 2) Check the Active check box beside the selection to activate. If a check mark displays in the Active column, the corresponding priority alert is active. To deactivate an active priority alert, uncheck the check box. 3) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page Add a Priority Alert Use this procedure to add a new priority alert BROADSOFT INC. PAGE 52 OF 199

53 Figure 38 Priority Alert Priority Alert Add 1) On the User Incoming Calls menu page, click Priority Alert. The User Priority Alert page appears. 2) Click Add. The User Priority Alert Add page appears. 3) In the * Description text box, type a description of the phone numbers assigned to this priority alert. 4) Select the time schedule to use this service from the drop-down list. NOTE: Define your time schedules on the User - Time Schedule page. 5) To receive a distinctive ring for all calls outside of the company, check Any external phone number. 6) To receive notifications of calls from a defined telephone number, select Following phone numbers. You can select Any private number or Any unavailable number. Click your cursor in a text box and type the phone numbers to trigger Priority Alert (not extensions). If this number is not one assigned to the group, type the complete number: +<country code> <national number>. For example, +1 must precede a long distance number within the U.S. You can enter up to 12 numbers for this service. You can use wild cards. The? is a wild card that can replace a single digit anywhere in a digit string. A trailing * represents a digit string and can only appear at the end of a string containing digits and? wild cards. For example, ?4, ??34, and 4505?5* are all valid call entries. 7) To save your changes and display the previous page, click OK. To exit without saving, select another page or click Cancel to display the previous page BROADSOFT INC. PAGE 53 OF 199

54 Modify or Delete a Priority Alert Use this procedure to modify or delete an existing priority alert. Figure 39 Priority Alert Priority Alert Modify 1) On the User Incoming Calls menu page, click Priority Alert. The User Priority Alert page appears. 2) Click the Edit link in the row for the entry. The User Priority Alert Modify page appears. 3) To remove an entry, click Delete. The entry is deleted and the User Priority Alert page appears. WARNING: This action cannot be undone. Once you click Delete, the instance is permanently deleted. 4) To modify, change the information as required. 5) To save your changes and display the previous page, click OK. To exit without saving, select another page or click Cancel to display the previous page Selective Acceptance Use this menu item on the User Incoming Calls page to: Activate or Deactivate a Selective Rejection Entry Add a Selective Acceptance Entry Modify or Delete a Selective Acceptance Entry 2008 BROADSOFT INC. PAGE 54 OF 199

55 The Selective Acceptance service allows you to screen calls by defining criteria for calls to accept. Below is an explanation of each item on this page: Item Description Time Schedule Calls from Description Description of the instance of the selected call type. Time schedule assigned to the instance of the selected call type. Phone numbers assigned to the instance of the selected call type Activate or Deactivate a Selective Acceptance Entry Use this procedure to activate or deactivate a Selective Acceptance entry. Selective Acceptance allows you to accept only calls from selected numbers. Figure 40 Incoming Calls Selective Call Acceptance 1) On the User Incoming Calls menu page, click Selective Acceptance. The User Selective Call Acceptance page appears. 2) Check the Active check box beside the selection to activate. To deactivate a Selective Acceptance entry, uncheck the Active check box beside the selection to deactivate. 3) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page Add a Selective Acceptance Entry Use this procedure to add a Selective Acceptance entry BROADSOFT INC. PAGE 55 OF 199

56 Figure 41 Selective Call Acceptance Selective Call Acceptance Add 1) On the User Incoming Calls menu page, click Selective Acceptance. The User Selective Call Acceptance page appears. 2) Click Add. The User Selective Call Acceptance Add screen appears. 3) In the * Description text box, type a description of the phone numbers to add to your selective acceptance service. 4) Select the time schedule to use this service from the drop-down list. NOTE: Define your time schedules on the User - Time Schedule page. 5) To receive calls from any number, select Any phone number. 6) To receive notifications of calls from a defined telephone number, select Following phone numbers. You can select Any private number or Any unavailable number. Click your cursor in a text box and type the phone numbers to trigger Selective Acceptance (not extensions). If this number is not one assigned to the group, type the complete number: +<country code> <national number>. For example, +1 must precede a long distance number within the U.S. You can enter up to 12 numbers for this service. You can use wild cards. The? is a wild card that can replace a single digit anywhere in a digit string. A trailing * represents a digit string and can only appear at the end of a string containing digits and? wild cards. For example, ?4, ??34, and 4505?5* are all valid call entries. 7) To save your changes and display the previous page, click OK. To exit without saving, select another page or click Cancel to display the previous page BROADSOFT INC. PAGE 56 OF 199

57 Modify or Delete a Selective Acceptance Entry Use this procedure to modify or delete a Selective Acceptance entry. Figure 42 Selective Call Acceptance Selective Call Acceptance Modify 1) On the User Incoming Calls menu page, click Selective Acceptance. The User Selective Call Acceptance page appears. 2) Click the Edit link in the row for the entry. The User Selective Call Acceptance Modify page appears. 3) To remove the entry, click Delete. The entry is deleted and the User Selective Call Acceptance page appears. WARNING: This action cannot be undone. Once you click Delete, the instance is permanently deleted. 4) To modify, change the information as required. 5) To save your changes and display the previous page, click OK. To exit without saving, select another page or click Cancel to display the previous page Selective Rejection Use this menu item on the User Incoming Calls page to: Activate or Deactivate a Selective Rejection Entry Add a Selective Rejection Entry Modify or Delete a Selective Rejection Entry 2008 BROADSOFT INC. PAGE 57 OF 199

58 The Selective Rejection service allows you to screen calls by rejecting certain specific calls. Below is an explanation of each item on this page: Below is an explanation of each item on this page: Item Description Time Schedule Calls from Description Description of the instance of the selected call type. Time schedule assigned to the instance of the selected call type. Phone numbers assigned to the instance of the selected call type Activate or Deactivate a Selective Rejection Entry Use this procedure to activate or deactivate a Selective Rejection entry. Selective Rejection allows you to reject calls from certain selected numbers. Figure 43 Incoming Calls Selective Call Rejection 1) On the User Incoming Calls menu page, click Selective Rejection. The User Selective Call Rejection page appears. 2) Check the Active check box beside the selection to activate. To deactivate a selection, uncheck the Active check box beside the selection to deactivate. 3) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page Add a Selective Rejection Entry Use this procedure to add a new Selective Rejection entry BROADSOFT INC. PAGE 58 OF 199

59 Figure 44 Selective Call Rejection Selective Call Rejection Add 1) On the User Incoming Calls menu page, click Selective Rejection. The User Selective Call Rejection page appears. 2) Click Add. The User Selective Call Rejection Add screen appears. 3) In the * Description text box, type a description of the phone numbers to add to your selective rejection service. 4) From the Selected Time Schedule drop-down list, select the time schedule. NOTE: Define your time schedules on the User - Time Schedule page. 5) To reject calls from any number, select Any phone number. 6) To receive notifications of calls from a defined telephone number, select Following phone numbers. You can select Any private number or Any unavailable number. Click your cursor in a text box and type the phone numbers to trigger Selective Rejection (not extensions). If this number is not one assigned to the group, type the complete number: +<country code> <national number>. For example, +1 must precede a long distance number within the U.S. You can enter up to 12 numbers for this service. You can use wild cards. The? is a wild card that can replace a single digit anywhere in a digit string. A trailing * represents a digit string and can only appear at the end of a string containing digits and? wild cards. For example, ?4, ??34, and 4505?5* are all valid call entries. 7) To save your changes and display the previous page, click OK. To exit without saving, select another page or click Cancel to display the previous page BROADSOFT INC. PAGE 59 OF 199

60 Modify or Delete a Selective Rejection Entry Use this procedure to modify or delete a Selective Rejection entry. Figure 45 Selective Call Rejection Selective Call Rejection Modify 1) On the User Incoming Calls menu page, click Selective Rejection. The User Selective Call Rejection page appears. 2) Click the Edit link next to the entry to modify. The User Selective Call Rejection Modify page appears. 3) To remove the entry, click Delete. The entry is deleted and the User Selective Call Rejection page appears. WARNING: This action cannot be undone. Once you click Delete, the entry is permanently deleted. 4) To modify, change the information as required. 5) To save your changes and display the previous page, click OK. To exit without saving, select another page or click Cancel to display the previous page Sequential Ring Sequential Ring acts as a Find me service to send calls to your base location or other phone number or SIP-URI address you choose. The Sequential Ring service allows you to configure multiple phones to ring in sequence on incoming calls with criteria you set (a call entry). NOTE 1: The criteria for each Sequential Ring call entry can be a list of up to 12 caller phone numbers or digit patterns, or SIP-URI addresses and a specified time schedule during which the 2008 BROADSOFT INC. PAGE 60 OF 199

61 service is active. All criteria for an entry must be satisfied for the call to enter Sequential Ring (phone number and day of week and time of day). Otherwise, the call does not activate the service. NOTE 2: You can enter feature access codes and speed codes in addition to phone numbers and extensions with this service. If your number is busy, you have the option of whether or not to continue the sequential search. If there is no answer at your number, the service tries up to five other locations in sequence until it receives an answer. The call is then connected as usual to the phone that answers. If none of the numbers in the sequence answer, the caller is directed to Voice Mail or to another no-answer service. The caller has the option to terminate the Sequential Ring service by pushing the # key. The call is then immediately forwarded to Voice Mail or other no-answer service. The caller hears a comfort message every 20 seconds during the ring sequence and is informed of the # key function. Use the following procedures to configure the Sequential service and manage call entries. Configure Features of the Sequential Ring Service Set the Ring Sequence Add Sequential Ring Call Entries Modify or Delete Sequential Ring Call Entries View, Activate or Deactivate Sequential Ring Call Entries Configure Features of the Sequential Ring Service Use the following procedure to configure the Sequential Ring service BROADSOFT INC. PAGE 61 OF 199

62 Figure 46 Incoming Calls Sequential Ring 1) On the User Incoming Calls menu page, click Sequential Ring. The User Sequential Ring page appears. 2) Click to select the check box to the left of Use Base Location first. If the check box is selected, your base location phone rings first in the ring sequence. If the check box is cleared, the first phone in the ring sequence rings first. 3) Set the number of rings for the base location. Click on one of the values from None to 6 to the right of Number of rings for Base Location. 4) Click to select the check box to the left of Continue the search process if the base location is busy. If the check box is selected, the service will continue to search. If the check box is cleared, the service will terminate the search. 5) Click to select the check box to the left of Enable caller to skip search process. If the check box is selected, the caller can end the sequential ring service at any time during the search by pressing the # key. If the check box is cleared, the caller cannot end the sequential ring service. NOTE: Forwarding or messaging services must be configured if the caller is allowed to terminate the Sequential service. 6) To save your changes and display the previous page, click OK BROADSOFT INC. PAGE 62 OF 199

63 To exit without saving, select another page or click Cancel to display the previous page Set the Ring Sequence Use this procedure to set the ring sequence for the Sequential Ring service and to set the number of rings for each phone in the sequence. The service uses this ring sequence for call entries you have set. 1) On the User Incoming Calls menu page, click Sequential Ring. The User Sequential Ring page appears. 2) In the text boxes below Phone Number/SIP-URI, enter up to five phone numbers or SIP-URI addresses to which you want sequential ring callers to be directed, in the order in which you want the phone numbers to be rung. 3) You can also enter feature access codes and speed codes in addition to the phone numbers. 4) For each phone number, select a value for Number of Rings, from "None" to "6". 5) To save your changes and display the previous page, click OK. To exit without saving, select another page or click Cancel to display the previous page Add Sequential Ring Call Entries Use this procedure to add Sequential Ring call entries. Each call entry must include a required set of criteria to activate the Ring Sequence service. The criteria are call entry description, time schedule, and directory number or numbers to be sent to the service. Figure 47 Sequential Ring Sequential Ring Add 1) On the User Incoming Calls menu page, click Sequential Ring. The User Sequential Ring page appears BROADSOFT INC. PAGE 63 OF 199

64 2) On the User Sequential Ring page, click Add. The User Sequential Ring Add page appears. 3) In the * Description text box, type a name for the call entry such as a supplier s name. 4) From the Selected Time Schedule drop-down list, select a time period during which you wish to direct this entry to Sequential Ring. NOTE: To add or edit Time schedules, go to the User Profile Time Schedules page. 5) In the Calls from box: Click the Any phone number check box to select it. All calls you receive in the time schedule designated for this entry go to the ring sequence specified. Click the Following phone numbers check box. You can select Any private number or Any unavailable number. The Any phone number check box is automatically unselected. Enter one or more phone numbers in the text boxes. For this call entry, only numbers in the text boxes go to the ring sequence. 6) To save your changes and display the previous page, click OK. To exit without saving, select another page or click Cancel to display the previous page Modify or Delete Sequential Ring Call Entries Use this procedure to modify or delete Sequential Ring call entries. Figure 48 Sequential Ring Sequential Ring Modify 1) On the User Incoming Calls menu page, click Sequential Ring. The User Sequential Ring page appears BROADSOFT INC. PAGE 64 OF 199

65 2) Click the Edit link in the row for the entry. The User Sequential Ring Modify page appears. 3) To remove the entry, click Delete. The entry is deleted and the User Sequential Ring page appears. WARNING: This action cannot be undone. Once you click Delete, the recording is permanently deleted. 4) To modify the entry, change the information as required: In the * Description text box, highlight the text and type a new name for the call entry. From the Selected Time Schedule drop-down list, select a new time period during which you wish to direct this entry to Sequential Ring. NOTE: To add or edit Time schedules, go to the User Profile Time Schedules page. In the Calls from box, click Any phone number or Following phone numbers. Select Any private number or Any unavailable number. Change one or more phone numbers in the text boxes. 5) To save your changes and display the previous page, click OK. To exit without saving, select another page or click Cancel to display the previous page View, Activate or Deactivate Sequential Ring Call Entries Use this procedure to view all Sequential Ring call entries and activate and deactivate one or more call entries BROADSOFT INC. PAGE 65 OF 199

66 Figure 49 Incoming Calls Sequential Ring (View) 1) On the User Incoming Calls menu page, click Sequential Ring. The User Sequential Ring page appears. 2) View the call entries you have configured at the bottom of the page. Call entries you have configured are automatically active. To see all details of an entry, click on Edit. The User Sequential Ring Modify page appears with the selected entry criteria displayed. Click OK to return to the User Sequential Ring page. 3) To activate an entry on the User Sequential Ring page, click to select the Active check box. 4) To deactivate an entry on the User Sequential Ring page, click to clear the Active check box. 5) To save your changes and display the previous page, click OK. To exit without saving, select another page or click Cancel to display the previous page Series Completion Use this menu item on the User Incoming Calls page to view your series completion groups. The Series Completion service allows calls to a member of a series completion group to be forwarded to the next member in the series if the called party is busy. Below is an explanation of the items on this page. Item Group Name Description Name of the series completion group BROADSOFT INC. PAGE 66 OF 199

67 Item Name Department Description Names of the users in the series completion group. Departments of the users in the series completion group View Your Series Completion Groups Use this procedure to verify the series completion groups to which you belong. Figure 50 Incoming Calls Series Completion 1) On the User Incoming Calls menu page, click Series Completion. The User Series Completion page appears, showing your series completion groups. 2) To display the previous page, click OK. The User Incoming Calls menu page appears Simultaneous Ring Use this menu item on the User Incoming Calls page to: Activate or Deactivate Simultaneous Ring Add a Number or SIP-URI Address to Your Simultaneous Ring List Delete a Phone Number/SIP-URI Address from Your Simultaneous Ring List The Simultaneous Ring service allows you to configure multiple phones to ring simultaneously on incoming calls Activate or Deactivate Simultaneous Ring Use this procedure to activate or deactivate Simultaneous Ring. Simultaneous Ring allows you to ring multiple phones or SIP-URI addresses simultaneously on incoming calls BROADSOFT INC. PAGE 67 OF 199

68 Figure 51 Incoming Calls Simultaneous Ring Personal 1) On the User Incoming Calls menu page, click Simultaneous Ring Personal. The User Simultaneous Ring page appears. 2) To activate Simultaneous Ring Personal, click On. To deactivate it, click Off. 3) If you do not want numbers entered for this service to ring if you are on another phone call, click Don t ring my Simultaneous Ring Numbers if I m already on a call. This is the default for this service. If you do want numbers entered for this service to ring under any circumstance, click Ring all my Simultaneous Ring Numbers for all incoming calls. The second call can be answered at another phone or using call waiting on the in-use phone. 4) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page Add a Number or SIP-URI Address to Your Simultaneous Ring List Use this procedure to add a phone number or SIP-URI address to the list of numbers that ring simultaneously on incoming calls BROADSOFT INC. PAGE 68 OF 199

69 Figure 52 Simultaneous Ring Personal Simultaneous Ring Personal Add 1) On the User Incoming Calls menu page, click Simultaneous Ring. The User Simultaneous Ring page appears. 2) Type the number or SIP-URI address in the Phone Number/SIP-URI text box. NOTE: You can enter feature access codes and speed codes in addition to phone numbers and extensions with this service. 3) Click Add. The phone number or SIP-URI is added to your Simultaneous Ring list. 4) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. Click Cancel to display the previous page Delete a Phone Number/SIP-URI Address from Your Simultaneous Ring List Use this procedure to delete a phone number or SIP-URI address from the list of numbers that ring simultaneously on incoming calls BROADSOFT INC. PAGE 69 OF 199

70 Figure 53 Simultaneous Ring Personal Simultaneous Ring Personal Delete 1) On the User Incoming Calls menu page, click Simultaneous Ring Personal. The User Simultaneous Ring Personal page appears. 2) Check the Delete box next to the phone number or SIP-URI address to delete. 3) Click Delete. The entry is deleted. WARNING: This action cannot be undone. Once you click Delete, the entry is permanently deleted Automatic Hold Retrieve The Automatic Hold and Retrieve service (AHR) provides an alternate method to hold and retrieve calls on BroadWorks users. The service is assigned to users so that incoming calls to these users are automatically held and retrieved, without having to use feature access codes. NOTE: Only one call can be held on a subscriber with the Automatic Hold and Retrieve feature active. Usually a subscriber with the Automatic Hold and Retrieve service should not have any device associated with it due to limitations with what that subscriber can do. For example, it would be impossible for that subscriber to receive calls, or invoke services that put calls on hold. For cases where a subscriber has a device and the Automatic Hold and Retrieve service is active, the Application Server blocks call origination from that subscriber and applies a treatment. The Application Server does not allow emergency and maintenance calls to go through. Feature access codes (for example, Music On Hold activation/deactivation, Call Pickup, Call Retrieve) are also blocked BROADSOFT INC. PAGE 70 OF 199

71 While a subscriber, with the Automatic Hold and Retrieve feature active, is making an emergency or maintenance call, calls terminating to that subscriber get a busy signal. Figure 54 Incoming Calls Automatic Hold/Retrieve Holding a Call A user can hold a call against a subscriber with the AHR service active. When this feature is active: Calling a subscriber with AHR puts the caller on hold. Transfer with consultation: Transferring a call to a subscriber with AHR holds the remote party. Blind Transfer: Transferring a call to a subscriber with AHR holds the remote party. Calls terminating to a subscriber with AHR can be originated within the group of the subscriber, outside the group of the subscriber, or from the PSTN Retrieving a Call A user can retrieve a held call by calling a subscriber with the AHR service active with the call on hold. Calls terminating to a subscriber with AHR to retrieve a held call can be originated within the group of the subscriber, outside the group of the subscriber, or from the PSTN AHR Recall After a call has been held on a subscriber with AHR active for a long time, the AHR service will try to recall the party who transferred the call to the AHR subscriber. If the recall is answered, the transferring party is connected to the held party. If the recall hits the busy treatment (or any other treatment), the recall is aborted, and will be retried 10 seconds later. If the recall is not answered, it will ring until there is device timeout, and then the recall will be retried 10 seconds later Configuring Automatic Hold/Retrieve 1) On the User Incoming Calls page, click Automatic Hold/Retrieve from the Advanced menu. 2) For the Automatic Hold/Retrieve option, select On to enable the service, or Off to disable the service BROADSOFT INC. PAGE 71 OF 199

72 3) In the *Automatically retrieve the call after text box, specify the number of minutes. The recall portion of the AHR feature kicks in after the call has been held for the value specified here. 4) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page BROADSOFT INC. PAGE 72 OF 199

73 4 Outgoing Calls Use the User Outgoing Calls menu page to manage outgoing calls, for example, blocking your line ID or programming speed dial codes. Figure 55 User Outgoing Calls The User Outgoing Calls menu page contains these menu items: Basic menu This menu displays menu items that all users can use: Automatic Callback Call Return Calling Party Category Last Number Redial Calling Line ID Blocking Speed Dial 8 Speed Dial 100 Advanced services This menu displays the menu items that users can use only if such functions have been assigned to them: Account Codes Personal Phone List Preferred Carrier User Two-Stage Dialing 2008 BROADSOFT INC. PAGE 73 OF 199

74 4.1 Access Outgoing Calls Menu To access the Outgoing Calls menu page, click Outgoing Calls in the Options list. 4.2 Automatic Callback Use this menu item on the User - Outgoing Calls menu page to: turn Automatic Callback on and off. The Automatic Callback service sends a distinctive ring to notify that a subscriber you are attempting to call is available. Use this procedure to turn the Automatic Callback feature on. This service is used to send a notification when a busy line within your group becomes available. When this service is on, you are prompted to activate Automatic Callback when you get a busy signal. The system will monitor this line for thirty minutes by default. NOTE: This service is not activated when you place a call to a subscriber with a SIP phone, or one that displays multiple calls. Figure 56 Outgoing Calls Automatic Callback 1) On the User Outgoing Calls menu page, click Automatic Callback. The User Automatic Callback page appears. 2) To activate Automatic Callback, click On. To deactivate it, click Off. NOTE: You can also deactivate current Automatic Callback sessions with a Feature Access Code (default is #8). 3) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page. NOTE: You can monitor up to five lines with Automatic Callback at one time BROADSOFT INC. PAGE 74 OF 199

75 4.3 Call Return Use this menu item on the User Outgoing Calls menu page to return a call to the last party that called you. The Call Return service allows you to easily return your last call, using a Feature Access Code. You can return a call whether or not the call was answered. Figure 57 Outgoing Calls Call Return 1) On the User Outgoing Calls menu page, click Call Return. The User Call Return page appears, giving instructions for Call Return. 2) To call back the last party who called you, enter the Call Return Feature Access Code at your phone. 3) To display the previous page, click OK. The User Outgoing Calls page appears. 4.4 Calling Party Category Use this menu item on the User Outgoing Calls menu page to the Calling Category assigned to you by the group administrator. Figure 58 Outgoing Calls Calling Party Category 1) On the User Outgoing Calls menu page, click Calling Party Category. The User Calling Party Category page appears, describing Calling Party Category. Calling Party Categories include: Ordinary Payphone Prison 2008 BROADSOFT INC. PAGE 75 OF 199

76 Hotel Hospital Special 2) To display the previous page, click OK. The User Outgoing Calls page appears. 4.5 Last Number Redial Use this menu item on the User Outgoing Calls menu page to redial the last number you called. You can also use a Feature Access code to make use of the Last Number Redial service (*66, by default). Figure 59 Outgoing Calls Last Number Redial 1) On the User Outgoing Calls menu page, click Last Number Redial. The User Last Number Redial page appears, giving instructions for Last Number Redial. 2) To redial the last number you called, enter the Last Number Redial Feature Access Code at your phone or click the REDIAL button at your CommPilot Call Manager. 3) To display the previous page, click OK. The User Outgoing Calls page appears. 4.6 Calling Line ID Blocking Use this menu item on the User - Outgoing Calls menu page to enable or disable Calling Line ID Blocking. The Line ID Blocking service allows you to block or display your calling line ID when you make a call. When enabled, lines equipped with the Caller ID service will not see your name or number. NOTE: Some people have their phones set up to refuse calls from "blocked numbers" - as with the Anonymous Rejection service. The Line ID Blocking service can be changed as needed for placing sensitive phone calls and turned off for placing calls to parties with Anonymous Rejection or similar services. This service does not apply to calls from within the group BROADSOFT INC. PAGE 76 OF 199

77 Figure 60 Outgoing Calls Calling Line ID Delivery Blocking 1) On the User Outgoing Calls menu page, click Line ID Blocking. The User Calling Line ID Delivery Blocking page appears. 2) To enable Block Calling Line ID on Outgoing Calls, (i.e. to hide your name and number) click On. To disable it, click Off. 3) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page. 4.7 Speed Dial 8 Use this menu item on the User Outgoing Calls menu page to program up to eight single-digit speed dial numbers. Once set up, you can make a call using the speed dial code, rather than dialing the whole phone number. For example, to dial the number associated with speed dial code 7, you would dial 7#. Speed Dial 8 numbers can also be programmed using the handset, using a Feature Access Code (FAC). For example, * programs speed dial code 3 to dial the number (*74 is the default FAC for Speed Dial 8. It might be different on your system.) Figure 61 Outgoing Calls Speed Dial BROADSOFT INC. PAGE 77 OF 199

78 1) On the User Outgoing Calls menu page, click Speed Dial 8. The User Speed Dial 8 page appears. 2) Type the phone number or SIP-URI address in the Phone Number/SIP-URI text box next to a speed dial code. 3) Type a name or description for the speed dial code in the corresponding Name text box. This name does not affect the operation of the speed dial code. 4) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page. 4.8 Speed Dial 100 Use this menu item on the User Outgoing Calls menu page to: View or Delete Speed Dial 100 Dialing Codes Set a Speed Dial 100 Code Modify a Speed Dial 100 Entry Speed Dial 100 lets you assign a two-digit speed dial code to phone number or SIP-URI address. Once set up, you can make a call using the speed dial code, rather than dialing the whole number. For example, to dial the number associated with speed dial code 77, you would dial **77#. As indicated, Speed Dial 100 codes have a two-digit prefix associated with them. This prefix is assigned by your system administrator, and must be dialed prior to the speed dial code. By default, it is **. You can have up to 100 two-digit speed dial numbers, from View or Delete Speed Dial 100 Dialing Codes Use this procedure to display your Speed Dial 100 call entries, or to delete entries from the list. Figure 62 Outgoing Calls Speed Dial 100 1) On the User Outgoing Calls menu page, click Speed Dial 100. The User Speed Dial 100 page appears, showing your Speed Dial 100 call entries BROADSOFT INC. PAGE 78 OF 199

79 Note the Speed Dial 100 dialing prefix. This prefix is assigned by your administrator, and must be dialed before the two-digit speed dial code. For example, to dial the number associated with speed dial code 77, you would dial **77#. (** is the default prefix for activating Speed Dial 100. It might be different on your system.) 2) To delete an entry, check the Delete box next to the entry. 3) Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. WARNING: This action cannot be undone. Once you click Apply or OK, the entry is permanently deleted. To exit without saving, select another page or click Cancel to display the previous page Set a Speed Dial 100 Code Use this procedure to set a two-digit speed dial code to dial a frequently dialed or hard-toremember phone number or SIP-URI address. You can have up to 100 Speed Dial 100 numbers. Speed Dial 100 numbers can also be set using the handset, using a Feature Access Code (FAC). For example, * programs speed dial code 33 to dial the number (*75 is the default FAC for Speed Dial 100. It might be different on your system.) Figure 63 Speed Dial 100 Speed Dial 100 Add 1) On the User Outgoing Calls menu page, click Speed Dial 100. The User Speed Dial 100 page appears. 2) Click Add. The User Speed Dial 100 Add page appears. 3) From the Speed Code 100 drop-down list, select a two-digit code. 4) Type a text description for the speed dial number in the Description text box. 5) Type the phone number or SIP-URI address to assign to the speed dial code in the * Phone Number/SIP-URI text box. 6) To save your changes and display the previous page, click OK BROADSOFT INC. PAGE 79 OF 199

80 To exit without saving, select another page or click Cancel to display the previous page Modify a Speed Dial 100 Entry Use this procedure to make changes to a Speed Dial 100 entry. Figure 64 Speed Dial 100 Speed Dial 100 Modify 1) On the User Outgoing Calls menu page, click Speed Dial 100. The User Speed Dial 100 page appears. 2) Click Edit next to the entry to edit. The User Speed Dial 100 Modify page appears. 3) To remove the entry click Delete. The User Speed Dial 100 page appears. WARNING: This action cannot be undone. Once you click Delete, the recording is permanently deleted. 4) To modify the entry, change the information as required. Enter a new description, phone number, or SIP-URI address for the speed dial code. You cannot edit the speed dial code. 5) To save your changes and display the previous page, click OK. To exit without saving, select another page or click Cancel to display the previous page. 4.9 Account Codes Use this menu item on the User Outgoing Calls menu page to display your account codes. The Account Codes service displays the account codes assigned to you for making calls BROADSOFT INC. PAGE 80 OF 199

81 Figure 65 Outgoing Calls Account Codes On the User Outgoing Calls menu page, click Account Codes. The User Account Codes page appears. The User Account Codes page displays the information described below. Item Codes Description Description The number of the account assigned by the administrator. A description of the account assigned by the administrator. Place a Call Using an Account Code: 1) Dial the Feature Access Code for Per Call Account Code. 2) Dial the account code. 3) Dial the number. If You Dial the Wrong Account Code: 1) While your call is in progress, flash the phone by clicking the flash button or clicking the hang-up button once. The active call is placed on hold. 2) Redial the Feature Access Code and the account code. 3) Resume your call. To Exit this Page: To display the previous page, click OK. The User Outgoing Calls page appears Personal Phone List Use this menu item on the User Outgoing Calls menu page to: View or Delete Phone List Entries Add an Entry to Your Personal Phone List Modify or Delete an Entry in Your Personal Phone List Import a Comma-delimited Text File The Personal Phone List service allows you to configure a list of phone numbers you call frequently or want to remember BROADSOFT INC. PAGE 81 OF 199

82 NOTE: Whenever you add, delete, or modify an entry on the list, the call entries are sorted automatically, in alphabetic order View or Delete Phone List Entries Use this procedure to display your personal phone list, or to delete entries from the list. Figure 66 Outgoing Calls Personal Phone List 1) On the User Outgoing Calls menu page, click Personal Phone List. The User Personal Phone List page appears, showing your customized phone list. 2) To delete an entry, check the Delete box next to the entry. 3) Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. WARNING: This action cannot be undone. Once you click Apply or OK, the entry is permanently deleted. To exit without saving, select another page or click Cancel to display the previous page Add an Entry to Your Personal Phone List Use this procedure to add a number to your customized phone list BROADSOFT INC. PAGE 82 OF 199

83 Figure 67 Personal Phone List Personal Phone List Add 1) On the User Outgoing Calls menu page, click Personal Phone List. The User Personal Phone List page appears. 2) Click Add. The User Personal Phone List Add page appears. 3) Type the name and number in the * Name and * Phone Number text boxes. 4) To save your changes and display the previous page, click OK. To exit without saving, select another page or click Cancel to display the previous page Modify or Delete an Entry in Your Personal Phone List Use this procedure to make changes to an entry in your customized phone list. Figure 68 Personal Phone List Personal Phone List Modify 1) On the User Outgoing Calls menu page, click Personal Phone List. The User Personal Phone List page appears. 2) Click the Edit link next to the entry to modify. The User Personal Phone List Modify page appears. 3) Modify the name and number as required. 4) To delete an entry, click Delete. WARNING: This action cannot be undone. Once you click Delete, the entry is permanently deleted BROADSOFT INC. PAGE 83 OF 199

84 5) To save your changes and display the previous page, click OK. To exit without saving, select another page or click Cancel to display the previous page Import a Comma-delimited Text File Use this procedure to import personal phone list call entries from an existing commadelimited text file (.CSV format files). To produce a comma-delimited text file, see the instructions for a program such as Microsoft Outlook, Word, or Excel. Figure 69 Personal Phone List Personal Phone List Import 1) On the User Outgoing Calls menu page, click Personal Phone List. The User Personal Phone List page appears. 2) Click the Import Phone List link. The User - Personal Phone List Import page appears. 3) In the * Select a Phone List File text box, type the file name or click Browse to locate the.csv file and click Open. The.CSV file must have headings Name and Number. 4) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page. If you click Apply or OK, the names and numbers in the.csv file appear in the Personal Phone List. Below is an example of the call entries in an import list created in a text file before the file was converted to a.csv file. "Name","Number" "Jane B Doe"," " "Jane M Doe"," " "Jane W Doe"," " "John B Doe"," " 4.11 Preferred Carrier User Use this menu item on the User Profile menu page to view your preferred carriers BROADSOFT INC. PAGE 84 OF 199

85 Figure 70 User Preferred Carrier 1) On the User Profile menu page, click Preferred Carrier User. The User Preferred Carrier page appears, listing the carriers assigned to you. Preferred carriers include: Intra-LATA Carrier Inter-LATA Carrier Preferred International Carrier 2) To display the previous page, click OK. The User Profile page appears Two-Stage Dialing Use this menu item on the User - Outgoing Calls menu page to enable or disable Two- Staged Dialing. This service allows you to use BroadWorks services from your cell phone or PSTN landline. Two-Stage Dialing provides the ability to route calls when an auxiliary line-type service is used in conjunction with BroadWorks. Figure 71 Outgoing Calls Two-Stage Dialing 1) On the User Outgoing Calls menu page, click Two-Stage Dialing. The User Two-Stage Dialing page appears. 2) To enable Two-Stage Dialing, click On. To disable it, click Off. 3) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page BROADSOFT INC. PAGE 85 OF 199

86 5 Call Control Use the User Call Control menu page to configure or use call control services, for example, call waiting or flash call functionality. Figure 72 User Call Control The User Call Control menu page contains these menu items: Basic menu This menu displays menu items that all users can use: Barge-in Exempt Call Waiting Call Pickup Customer Originated Trace Directed Call Pickup Diversion Inhibitor Directed Call Pickup with Barge-in Flash Call Hold Call Transfer Three-Way Call 2008 BROADSOFT INC. PAGE 86 OF 199

87 N-Way Call Music/Video On Hold Advanced services This menu displays the menu items that users can use only if such functions have been assigned to them: Charge Number Hoteling Host Hoteling Guest Instant Messaging and Presence Mobile Extension to Extension Dialing Physical Location Remote Office Shared Call Appearance Video Add-On 5.1 Access Call Control Menu To access the User Call Control menu page, click Call Control in the Options list. 5.2 Barge-in Exempt Turning Barge-in Exempt On and Off Use this menu item on the User Call Control menu page to turn Barge-in Exempt on and off. Barge-in Exempt allows you to prohibit others from interrupting your conversations with the Barge-in service. When it is on members of your group with the Barge-in service cannot interrupt your calls. When it is off, they can. Figure 73 Call Control Barge-in Exempt 1) On the User Call Control menu page, click Barge-in Exempt. The User Barge-in Exempt page appears. 2) To enable Barge-in Exempt, click On. To disable it, click Off BROADSOFT INC. PAGE 87 OF 199

88 3) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page. 5.3 Call Waiting Turn Call Waiting On and Off Use this menu item on the User Call Control menu page to turn Call Waiting on and off. The Call Waiting service allows you to receive a signal when a call comes in while you are engaged in another call. You can then pick up the call, should you want to. NOTE: Busy treatment is given to callers when the service is deactivated. Figure 74 Call Control Call Waiting 1) On the User Call Control menu page, click Call Waiting. The User Call Waiting page appears. 2) To enable Call Waiting, click On. To disable it, click Off. 3) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page. 5.4 Call Pickup Use this menu item on the User Call Control menu page to view your call pickup group. The Call Pickup service allows you to answer a ringing call to another phone in your call pickup group BROADSOFT INC. PAGE 88 OF 199

89 Figure 75 Call Control Call Pickup 1) On the User Call Control menu page, click Call Pickup. The User Call Pickup page appears, showing the members of your Call Pickup group. The User Call Pickup page displays the items described below. Item Group Name Name Department Description Name of the Call Pickup group. Name of the user in your Call Pickup group. Department of the user in your Call Pickup group. 2) To pick up a ringing call at a member of your Call Pickup group, dial the Call Pickup Feature Access Code. If there is more than one ringing call in your Call Pickup group, the call that has been ringing the longest is answered. 3) To display the previous page, click OK. The User Call Control menu page appears. 5.5 Customer Originated Trace Select this menu item on the User Call Control menu page to view the Customer Originated Trace service description. You cannot configure this service. You must request your group administrator to assign the service to you. If you have been assigned this service, you can dial a feature access code to put a trace on your last incoming call BROADSOFT INC. PAGE 89 OF 199

90 Figure 76 Call Control Customer Originated Trace Verify Assigned Feature Access Codes Use this procedure to determine whether or not you have been assigned this service. 1) From the Options List, click Utilities. The User-Utilities menu page opens. 2) On the User-Utilities menu page, click Feature Access Codes. 3) In the Feature Access Codes list, look for the Customer Originated Trace (COT) feature access code. If the COT feature access code is listed, you have been assigned this feature and can dial the code to trace your last incoming call. If the COT feature access code is not listed, you have not been assigned this feature and cannot use this service. 4) To display the previous page, click OK. The User Utilities menu page appears. 5.6 Directed Call Pickup Use this menu item on the User Call Control menu page to pick up a call at an extension of your call pickup group. The Directed Call Pickup service allows you to pick up a call at a specific extension of your call pickup group Pick Up a Call at an Extension of Your Call Pickup Group Use this procedure to answer a call ringing at an extension of your Call Pickup group. Figure 77 Call Control Directed Call Pickup 2008 BROADSOFT INC. PAGE 90 OF 199

91 1) On the User Call Control menu page, click Directed Call Pickup. The User Directed Call Pickup page appears, showing instructions for Directed Call Pickup. 2) To pick up a ringing call at an extension in your Call Pickup group, enter the Directed Call Pickup Feature Access Code followed by the extension at your phone. To display the previous page, click OK. The User Call Control page appears. 5.7 Directed Call Pickup with Barge-in Use this menu item on the User Call Control menu page to view the status of the warning tone. The Directed Call Pickup with Barge-in service allows you to prohibit other users from interrupting your calls with the Barge-in service. NOTE: Dial *33 and the extension of the subscriber in your group to pickup or barge-in to a call View the Status of the Warning Tone Use this procedure to view the status of the warning tone associated with Directed Call Pickup with Barge-in. The warning tone precedes a barge-in. Figure 78 Call Control Directed Call Pickup with Barge-in 1) On the User Call Control menu page, click Directed Call Pickup with Barge-in. The User Directed Call Pickup with Barge-in page appears. 2) The Warning Tone displays On or Off. The group administrator sets the status of the Warning Tone. 3) To display the previous page, click OK. The User Call Control page appears. 5.8 Diversion Inhibitor Use this menu item on the User Call Control menu page to view the Diversion Inhibitor FAC. Diversion Inhibitor allows a user to prevent redirection services from being activated on the terminating side of an unanswered call BROADSOFT INC. PAGE 91 OF 199

92 Figure 79 Call Control Diversion Inhibitor 1) On the User Call Control menu page, click Diversion Inhibitor. The User Diversion Inhibitor page appears, describing the Diversion Inhibitor Feature Access Code. 2) To display the previous page, click OK. The User Call Control page appears. 5.9 Flash Call Hold Use this menu item on the User Call Control menu page to hold a call at a phone without the call control functionality. The Flash Call Hold service allows you to hold a call at a phone with no Hold button. Figure 80 Call Control Flash Call Hold 1) On the User Call Control menu page, click Flash Call Hold. The User Flash Call Hold page appears, showing instructions for Flash Call Hold. 2) To hold a call at a phone without call control functionality, flash the phone (click the flash button or click the Hangup button once). 3) Dial the Flash Call Hold Feature Activation Code. 4) Make the second call. 5) To toggle between calls, flash the phone and dial the Flash Call Hold Feature Activation Code. 6) To display the previous page, click OK. The User Call Control page appears BROADSOFT INC. PAGE 92 OF 199

93 5.10 Call Transfer Use this menu item on the User Call Control menu page to transfer a call at the phone without the call control functionality. The Call Transfer service allows you to transfer a call at a phone with no transfer button. Figure 81 Call Control Call Transfer 1) On the User Call Control menu page, click Call Transfer. The User Call Transfer page appears, showing instructions for Call Transfer. 2) To transfer a call at a phone with no transfer functionality, flash the phone (click the flash button or click the Hangup button once). 3) Dial the number to which to transfer the call. 4) When the transfer number answers, flash the phone again. 5) To display the previous page, click OK. The User Call Control page appears. NOTE: If you have Three-Way Call, you are connected to the two callers in a three-way conference call. Hang up the phone to leave the other two callers connected Three-Way Call Use this menu item on the User Call Control menu page to connect three at a phone without conferencing functionality. The Three-Way Call service allows you to set up a three-way conference call at a phone with no conferencing functionality BROADSOFT INC. PAGE 93 OF 199

94 Figure 82 Call Control Three-Way Call 1) On the User Call Control menu page, click Three-Way Call. The User Three-Way Call page appears, showing instructions for Three-Way Call. 2) To set up a three-way conference call at a phone with no conferencing functionality, make the first call. 3) When the number answers, flash the phone by clicking the flash button or clicking the Hangup button once. 4) Make the second call. 5) When the second number answers, flash the phone again. 6) To display the previous page, click OK. The User Call Control page appears N-Way Call Use this procedure to connect four or more calls in a conference call at a phone without conferencing functionality. Figure 83 Call Control N-Way Call 1) On the User Call Control menu page, click N-Way Call. The User N-Way Call page appears, showing instructions for N-Way Call. 2) To set up an n-way conference call at a phone with no conferencing functionality, make the first call. 3) When the number answers, flash the phone by clicking the flash button or clicking the Hangup button once. 4) Make the second call BROADSOFT INC. PAGE 94 OF 199

95 5) When the second number answers, flash the phone again. 6) To display the previous page, click OK. The User Call Control page appears Music/Video On Hold Use this menu item on the User Call Control menu page to turn Music/Video On Hold on and off. The Music/Video On Hold plays music or a video for all calls when the remote party is held or parked Turn Music/Video On Hold On and Off Figure 84 Call Control Music/Video On Hold 1) On the User Call Control menu page, click Music/Video On Hold. The User Music/Video On Hold page appears. 2) To turn activate Music On Hold, click On. To deactivate it, click Off 3) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page Charge Number Use this menu item on the User Call Control menu page to view your charge number. The Charge Number service allows an administrator to assign a charge number, different from a user s phone number, which will be included in the calls originated by the user. The charge number is visible in call detail records, and is used for the purposes of billing and record keeping BROADSOFT INC. PAGE 95 OF 199

96 Figure 85 Call Control Charge Number 5.15 Hoteling Host Use this menu item on the User Call Control Page to activate or deactivate your phone device as a Hoteling Host. Hoteling allows users to associate their service profiles with devices other than their own. This service can be used, for example, with transient employees. For example, an enterprise can set up a visitor office with a phone. The user account associated with this phone would have the Hoteling Host service assigned. A salesperson, with the Hoteling Guest service assigned, can associate their service profile with the phone in the visitor office. Hoteling consists of two separate services, Hoteling Host and Hoteling Guest. The first service, Hoteling Host, is used to designate a particular user as a host, allowing other users, with the Hoteling Guest service assigned, to associate their service profile with the Host user s device. The second service, Hoteling Guest, is used to allow Hoteling Guest users to associate their service profile with a Hoteling Host user s device. NOTE: A user may not be both a hoteling host and a hoteling guest at the same time. If both of these services are assigned to you, you will be unable to accept any guests or associate with any hosts until one of these services is unassigned. Figure 86 Call Control Hoteling Host 2008 BROADSOFT INC. PAGE 96 OF 199

97 1) On the User Call Control menu page, click Hoteling Host. The User Hoteling Host page appears, showing information on the Hoteling Host services. 2) To designate your phone as a Hoteling Host, click On. To deactivate it, click Off. 3) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page. The User Hoteling Host page displays information on the associated guest, described below. Item Association Limit Last Name First Name Phone Number Extension Association Date Description The amount of time the Hoteling Guest is allowed to use your device. Last name of the Hoteling Guest using your device. First name of the Hoteling Guest using your device. The phone number of the Hoteling Guest using your device. The extension number of the Hoteling Guest using your device. The date the Hoteling Guest began using your device Hoteling Guest Use this menu item on the User-Call Control Page to activate or deactivate your phone as a Hoteling Guest. Hoteling allows users to associate their service profiles with devices other than their own. This service can be used, for example, with transient employees. For example, an enterprise can set up a visitor office with a phone. The user account associated with this phone would have the Hoteling Host service assigned. Salespersons, with the Hoteling Guest service assigned, can associate their service profile with the phone in the visitor office. Hoteling consists of two separate services, Hoteling Host and Hoteling Guest. The first service, Hoteling Host, is used to designate a particular user as a host, allowing other users, with the Hoteling Guest service assigned, to associate their service profile with the Host user s device. The second service, Hoteling Guest, is used to allow Hoteling Guest users to associate their service profile with a Hoteling Host user s device. The User Hoteling Guest page is a list page that contains an advanced search. The advanced search lets you define specific search criteria to narrow your search and display a manageable list. For more information on defining search criteria, see the BroadWorks Getting Started Web Interface Administration Guide BROADSOFT INC. PAGE 97 OF 199

98 Figure 87 Call Control Hoteling Guest 1) On the User Call Control menu page, click Hoteling Guest. The User Hoteling Guest page appears. 2) To activate your phone as a Hoteling Guest, select On. To deactivate it, select Off. 3) If activating the service, enter a time-out limit in the Association Timeout entry box, after which the Hotel-Guest association ends. 4) To select a host, move a name from the Available Hosts column to the Associated Hosts column. In the Available Hosts column, select the host. To select the selected host for Hoteling, click Add >. 5) To select another host, move users from the Associated Host column to the Available Host column. In the Associated Host column, select the user. To remove the selected users from the display, click Remove <. 6) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. NOTE: The Add > and Add All >> buttons always move items from a column on the left to a column on the right. The Remove < and Remove All << buttons always move items from a column on the right to a column on the left. To exit without saving, select another page or click Cancel to display the previous page BROADSOFT INC. PAGE 98 OF 199

99 5.17 Instant Messaging and Presence Use this menu item on the User Call Control menu page to provide private instant messaging and presence to soft clients and SIP phones. The Instant Messaging and Presence service allows other users to view your presence status by adding your BroadWorks ID to their contacts list. They can also send you instant messages by using your BroadWorks ID as the message destination. Figure 88 Call Control Instant Messaging and Presence 1) On the User Call Control menu page, click Instant Messaging and Presence. The User Instant Messaging and Presence page appears, showing information on the Instant Messaging and Presence services. 2) To display the previous page, click OK. The User Call Control page appears Mobile Extension to Extension Dialing Use this menu item on the User Call Control menu page to view your Mobile Extension to Extension Dialing information. If you have been assigned this feature, when you dial one of your own directory numbers, the call is routed to the Network with 999 prefixed to the digits. The Network devices can then translate on the 999 and route the call accordingly. NOTE: The 999 prefix digits are not configurable. Figure 89 Call Control Mobile Extension to Extension Dialing 5.19 Push to Talk Use this menu item on the User Call Control menu page to: 2008 BROADSOFT INC. PAGE 99 OF 199

100 Configure Push to Talk Options Allow Push to Talk Calls From Selected Users Push to Talk provides an intercom-like functionality where you can call another party and be instantly connected Configure Push to Talk Options Use this procedure to configure Push to Talk Options. The User Push to Talk page is a list page that contains an advanced search. The advanced search lets you define specific search criteria to narrow your search and display a manageable list. For more information on defining search criteria, see the BroadWorks Getting Started Web Interface Administration Guide. Figure 90 Call Control Push to Talk 1) On the User Call Control menu page, click Push to Talk. The User Push to Talk page appears. 2) Select your Auto-Answer options. Select On if you want to automatically answer Push to Talk calls. Check Off if you do not want to automatically answer Push to Talk Calls. 3) Select the Outgoing Connection Type. Select One-Way to establish a one-way path. If this option is selected, then the originator of the call can talk to the party receiving the call, but the party receiving the call cannot talk to the originator of the call. Select Two-Way to establish a two-way path. If this option is selected, then both the originator of the call and the party receiving the call can talk to each other BROADSOFT INC. PAGE 100 OF 199

101 Allow Push to Talk Calls From Selected Users Use this procedure to select which users Push to Talk calls can be received from. 1) On the User Call Control menu page, click Push to Talk. The User Push to Talk page appears. 2) Select your Access List options. Select Allow calls only from the users selected below to list the users who can use Push to Talk to call you. Select Allow calls from everyone except the users selected below to accept Push to Talk calls from everyone except the listed users. 3) To add users to the display, move users from the Available Users column to the Selected Users column. In the Available Users column, select the users. You can select some or all of the items in a column. Item names are listed in alphabetical order. To select several items in sequential order, click the first name, hold down the SHIFT key on the keyboard, and click the last name. To select several items, but not in a particular order, click the names while holding down the CTRL key on the keyboard. To add the selected users to the display, click Add >. To move all users (unselected) at once, click Add All >>. 4) To remove users from the display, move users from the Selected Users column to the Available Users column. In the Selected Users column, select the users. To remove the selected users from the display, click Remove <. To move all users (unselected) at once, click Remove All <<. NOTE: The Add > and Add All >> buttons always move items from a column on the left to a column on the right. The Remove < and Remove All << buttons always move items from a column on the right to a column on the left. 5) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page Physical Location Use this menu item on the User Call Control menu page to view the Physical Location service configuration. The Physical Location service allows proper support of emergency calling in countries and regions where the location of a user cannot be derived from the user's phone number. If the Physical Location service is configured for you, you can only make calls from the physical location designated for the calling device. The administrator is responsible for both specifying the physical location of a device and activating the service BROADSOFT INC. PAGE 101 OF 199

102 Figure 91 Call Control Physical Location 5.21 Remote Office Use this menu item on the User Call Control menu page to activate or deactivate Remote Office. The Remote Office service allows you to use an off-site phone, for example your home office phone or cell phone, as your business phone. When active, you can access your CommPilot Call Manager functionality from another phone. All services available from your office home are available through Remote Office. In particular, if you subscribe to a name delivery service at home, External Calling Line ID must be enabled for your caller s name and number to display with Remote Office. Figure 92 Call Control Remote Office 1) On the User Call Control menu page, click Remote Office. The User Remote Office page appears. NOTE: You can access this page by clicking RO on your CommPilot Call Manager page. When the button to the left of the RO link on the CommPilot Call Manager is selected, this service is on. When it is not selected, it is off. 2) To activate Remote Office, select On. To deactivate it, select Off 3) Type the number of the remote phone in the Remote Phone Number text box. 4) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page BROADSOFT INC. PAGE 102 OF 199

103 To exit without saving, select another page or click Cancel to display the previous page. NOTE: If you have both Simultaneous Ring and the Remote Office features active for the same phone number, an incoming call results in two calls. One of these calls is to the phone number. The other call is to the numbers listed in the Simultaneous Ring service or the members of the Simultaneous Ring Group Shared Call Appearance Use this menu item on the User Call Control menu page to query the alternate locations assigned to you. You can have a maximum of 35 appearances assigned to you. Shared Call Appearances (SCAs) are assigned by your administrator. The Shared Call Appearance service allows you to view your alternate locations. Alternate locations are alerted along with the primary location when an incoming call is received. Any one of these locations can answer the incoming call. The location that answers the call becomes the active location. The alternate locations can also be used to originate calls. The location originating the call becomes the active location. Once one location is active, the other locations cannot be used until the active location is released. The Users Shared Call Appearance page is a list page that contains an advanced search. The Identity/Device Profile Type, Identity/Device Profile Name, and Line Port appear. Depending on the number of pages of data in a list, list pages allow you to present the data several different ways. You can click the headings of a column to change the sort order of items in the column, use the input boxes below the data to specify search criteria, or click the page links, for example, Next or Previous. The advanced search lets you define specific search criteria to narrow your search and display a manageable list. For more information on defining search criteria, see the BroadWorks Getting Started Web Interface Administration Guide. NOTE: For the Client Management System (CMS), this page displays the identities of each of the shared locations (CMS identities) and not Identity/Device profiles BROADSOFT INC. PAGE 103 OF 199

104 Query the Alternate Locations Assigned to You Figure 93 Call Control Shared Call Appearance Figure 94 Call Control Shared Call Appearance (Bottom of Page for CMS) 1) On the User Call Control menu page, click Shared Call Appearance. The User Shared Call Appearance page appears. 2) Select Alert all appearances for Click-to-Dial calls to enable Click-to-Dial alerts. When this is enabled, all of the user s locations (primary and SCA) are alerted for a Click-to- Dial call when the user has no active location or the user has Multiple Call Arrangement (MCA) assigned and enabled. If you do not have MCA enabled, or it is disabled, and you have active location, only that active location is alerted. 3) For Multiple Call Arrangement, select On or Off. Multiple Call Arrangement provides the ability for multiple calls to be handled concurrently on different Shared Call Appearance locations for a user. 4) To configure a warning tone to alert you that a third party is now on the line, turn on one of the Bridge Warning Tone options: Barge-in only, or Barge-in and repeat every 30 seconds. 5) The User Shared Call Appearance page list displays the items described below. Item Identity/Device Profile Type Identity/Device Profile Name Description Type of device of the alternate location. (Not available for CMS.) Name of the device assigned to the alternate location. (Not available for CMS.) 2008 BROADSOFT INC. PAGE 104 OF 199

105 Item Line/Port Shared Call Appearance Identity Description Line or port assigned to the alternate location. (Not available for CMS.) Identity assigned to the alternate location. (Available only for CMS.) 6) From the drop-down list, select the Identity/Device Profile Type, Identity/Device Profile Name, or Line/Port of the alternate location to search. For CMS only, select the Shared Call Appearance Identity to search. 7) From the drop-down list, select the search condition ( Starts With, Contains, or Equal To ). 8) Type a search string in the text box. 9) Click Find. The alternate location appears. 10) To display all alternate locations assigned to you, click Find All. 11) To display the previous page, click OK. The User Call Control page appears Video Add-On Use the Video Add-On service to configure a video-capable device to work with your audio device when making calls to a person who has video capability. NOTE: You do not need this service if your audio device includes video capability. If you do activate this feature, to receive video, you must have a video device, configured by your administrator, which is turned on and reachable by the system. If the video device cannot connect in the time allotted, the call comes through with the audio portion only. NOTE: When you make a call with the Video Add-On service activated, it takes longer to start the call because the video is being set up. If you set your calls to go to a remote office, and the Video Add-On service is active, only the audio portion of the call goes to the remote location. With the Video Add-On service disabled on your local device, both audio and video parts of the call go to the remote location. Use the following procedures to configure the Video Add-On service. Turn Video Add-On Set the Maximum Originating Call Delay Turn Video Add-On On and Off Use this procedure to turn the Video Add-On service on and off. The Identity/Device Profile area displays details for the device being configured BROADSOFT INC. PAGE 105 OF 199

106 NOTE: When the Client Management System (CMS) is enabled, the Identity/Device profile area is not shown. Figure 95 Call Control Video Add-On Figure 96 Call Control Video Add-On (CMS) 1) On the User Call Control menu page, click Video Add-On. The User Video Add- On page appears. 2) To activate Video Add-On, select On. To deactivate it, select Off. 3) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page Set the Maximum Originating Call Delay Use this procedure to set the maximum length of time in seconds before the call drops the search for the video add-on device BROADSOFT INC. PAGE 106 OF 199

107 1) From the Maximum Originating Call Delay drop-down list, select 2, 5, or 10 seconds. 2) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page BROADSOFT INC. PAGE 107 OF 199

108 6 Calling Plans Use the User Calling Plans menu page to view your calling plan parameters, such as the type of numbers you can call, and the type of numbers you can receive calls from. Figure 97 User Calling Plans Basic menu This menu displays menu items that all users can use: Incoming Calling Plan Advanced services This menu displays the menu items that users can use only if such functions have been assigned to them: Outgoing Calling Plan Outgoing Digit Plan 6.1 Access Calling Plans Menu To access the User Calling Plans menu page, click Calling Plans in the Options list. 6.2 Incoming Calling Plan Use this menu item on the User Incoming Calls page to view your incoming plan. The Incoming Calling Plan service displays the types of incoming calls you are allowed to receive BROADSOFT INC. PAGE 108 OF 199

109 Figure 98 Calling Plans Incoming Calling Plan 1) On the User Calling Plans menu page, click Incoming Calling Plan. The User Incoming Calling Plan page appears. The User Incoming Calling Plan page displays the items described below. Item Permitted Name Legend Description A check mark indicates you can receive this type of call. If no check mark appears, you cannot. Indicates the name given to the type of incoming calls assigned to your group. Indicates the following permissions for receiving calls from outside of the group: Y (Yes) you can receive calls from outside of your group. P (Partial) you can receive calls from outside of the group if they are transferred to you by a member of the group. N (No) you cannot receive calls from outside of the group. 2) To display the previous page, click OK. 6.3 Outgoing Calling Plan Use this menu item on the User Calling Plans menu page to: Display Outgoing Calls You Can Place Display the Outgoing Calls You Can Forward Display the Outgoing Calls You Can Forward or Transfer Display Your Permission, Be Forwarded, or Transferred The Outgoing Calling Plan service displays the types of outgoing calls you can place, forward, or transfer BROADSOFT INC. PAGE 109 OF 199

110 6.3.1 Display Outgoing Calls You Can Place Use this procedure to display the types of outgoing calls you are permitted to make. Figure 99 Calling Plans Outgoing Calling Plan (Originating Calls) 1) On the User Calling Plans menu page, click Outgoing Calling Plan. The User - Outgoing Calling Plan page appears. 2) Click the Originating Calls tab. The Originating Calls tab displays the information described below. A Y in the Permitted column indicates that you can dial this type of call. If an N appears, you cannot. If an "A" appears in the Permitted column, an authorization code is required to make this type of call. If a "T1, T2, or T3" appears, the call is transferred to one of three alternate numbers. Below is an explanation of each call type: Item Group Local Toll Free Toll International Operator Assisted Description Calls to the business group. (Your group or system administrator designates your business group.) Calls within the local calling area and local toll calls, which may or may not have charges associated with them. Free calls to numbers beginning with 1, usually followed by 800, 877, or 888. Chargeable calls within the same geographic region. Chargeable calls to other countries. Calls made with the assistance of an operator BROADSOFT INC. PAGE 110 OF 199

111 Item Chargeable Directory Assistance Special Services I Special Services II Description Chargeable calls made to Directory Assistance such as 411 or the area code followed by Calls to 700 numbers. These calls may or may not be chargeable. (Reserved for System Administrator's discretion.) Premium Services I Chargeable calls to numbers beginning with 900. Premium Services II Chargeable calls to numbers beginning with 976. Casual URL Dialing Unknown 101XXXX chargeable calls, for example, followed by the number you are calling. Calls made to an address that is outside of the business group. Calls to unknown call types. You are permitted to make emergency calls to numbers such as 911, if those services are available in your area. 3) To display the previous page, click OK. The User Calling Plans menu page appears Display the Outgoing Calls You Can Forward Use this procedure to display the types of outgoing calls you are permitted to forward. NOTE: Depending on the way your system is configured, the Initiating Call Forwards tab may be replaced with an Initiating Call Forwards/Transfers tab. Figure 100 Calling Plans Outgoing Calling Plan (Initiating Call Forwards) 2008 BROADSOFT INC. PAGE 111 OF 199

112 1) On the User Calling Plans menu page, click Outgoing Calling Plan. The User Outgoing Calling Plan page appears. 2) Click the Initiating Call Forwards tab. The Initiating Call Forwards/Transfers tab displays the information described below. A check mark in the Permitted column indicates that you can forward this type of call. If no check mark appears, you cannot forward the call type. Below is a definition of the call types. Item Group Local Description Calls to the business group. (Your group or system administrator designates your business group.) Calls within the local calling area and local toll calls, which may or may not have charges associated with them. Toll Free Free calls to numbers beginning with 1, usually followed by 800, 877, or 888. Toll International Operator Assisted Chargeable Directory Assistance Special Services I Special Services II Chargeable calls within the same geographic region. Chargeable calls to other countries. Calls made with the assistance of an operator. Chargeable calls made to Directory Assistance such as 411 or the area code followed by Calls to 700 numbers. These calls may or may not be chargeable. (Reserved for System Administrator's discretion.) Premium Services I Chargeable calls to numbers beginning with 900. Premium Services II Chargeable calls to numbers beginning with 976. Casual URL Dialing Unknown 101XXXX chargeable calls, for example followed by the number you are calling. Calls made to an address that is outside of the business group. Calls to unknown call types. 3) To display the previous page, click OK. The User Calling Plans menu page appears Display the Outgoing Calls You Can Forward or Transfer Use this procedure to display the types of outgoing calls you are permitted to forward or transfer. NOTE: Depending on the way your system is configured, the Initiating Call Forwards/Transfers tab may be replaced with an Initiating Call Forwards tab BROADSOFT INC. PAGE 112 OF 199

113 Figure 101 Calling Plans Outgoing Calling Plan (Initiating Call Forwards/Transfers) 1) On the User Calling Plans menu page, click Outgoing Calling Plan. The User Outgoing Calling Plan page appears. 2) Click the Initiating Call Forwards/Transfers tab. The Initiating Call Forwards/Transfers tab displays the information described below. A check mark in the Permitted column indicates that you can forward or transfer this type of call. If no check mark appears, you cannot forward or transfer the call type. Below is a definition of the call types BROADSOFT INC. PAGE 113 OF 199

114 Item Group Local Description Calls to the business group. (Your group or system administrator designates your business group.) Calls within the local calling area and local toll calls, which may or may not have charges associated with them. Toll Free Free calls to numbers beginning with 1, usually followed by 800, 877, or 888. Toll International Operator Assisted Chargeable Directory Assistance Special Services I Special Services II Chargeable calls within the same geographic region. Chargeable calls to other countries. Calls made with the assistance of an operator. Chargeable calls made to Directory Assistance such as 411 or the area code followed by Calls to 700 numbers. These calls may or may not be chargeable. (Reserved for System Administrator's discretion.) Premium Services I Chargeable calls to numbers beginning with 900. Premium Services II Chargeable calls to numbers beginning with 976. Casual URL Dialing Unknown 101XXXX chargeable calls, for example followed by the number you are calling. Calls made to an address that is outside of the business group. Calls to unknown call types. 3) To display the previous page, click OK. The User Calling Plans menu page appears Display Your Permission, Be Forwarded, or Transferred Use this procedure to display the permission assigned to you to have a call forwarded or transferred outside of your group. Figure 102 Calling Plans Outgoing Calling Plan (Being Forwarded/Transferred) 2008 BROADSOFT INC. PAGE 114 OF 199

115 1) On the User Calling Plans menu page, click Outgoing Calling Plan. The User Outgoing Calling Plan page appears. 2) Click the Being Forwarded/Transferred tab. The Being Forwarded/Transferred tab appears. A check mark in the Permitted column indicates that you can have a call forwarded or transferred outside of your group. If no check mark appears, your calls cannot be forwarded or transferred. 3) To display the previous page, click OK. The User Calling Plans menu page appears. 6.4 Outgoing Digit Plan Use this menu item on the User Calling Plans menu page to: Display Special Calls You Can Make Display Special Calls You Can Forward or Transfer The Outgoing Digit Plan service displays the special call types you are permitted to make, forward, or transfer Display Special Calls You Can Make Use this procedure to display the special call types you are permitted to make. The call types on this screen are defined and assigned by your administrator. Figure 103 Calling Plans Outgoing Digit Plan (Originating Calls) 1) On the User Calling Plans menu page, click Outgoing Digit Plan. The User Outgoing Digit Plan page appears. 2) Click the Originating Calls tab. The Originating Calls tab displays the types of calls you are permitted to make. A Y in the Permitted column indicates that you can make this type of call. An N indicates you cannot. If an A appears in the Permitted column, an authorization 2008 BROADSOFT INC. PAGE 115 OF 199

116 code is required to make this type of call. If a T1, T2, or T3 appears, the call is transferred to one of three alternate numbers. 3) To display the previous page, click OK. The User Outgoing Calls page appears Display Special Calls You Can Forward or Transfer Use this procedure to display the special call types you are permitted to forward or transfer. The call types on this screen are defined and assigned by your administrator. Figure 104 Calling Plans Outgoing Digit Plan (Forwarded/Transferred Calls) 1) On the User Calling Plans menu page, click Outgoing Digit Plan. The User Outgoing Digit Plan page appears. 2) Click the Initiating Call Forwards/Transfers tab. The Initiating Call Forwards/Transfers tab displays the types of calls you are permitted to forward or transfer. A check mark in the Permitted column indicates that you can forward or transfer this type of call. If no check mark appears, you cannot. 3) To display the previous page, click OK. The User Outgoing Calls page appears BROADSOFT INC. PAGE 116 OF 199

117 7 Client Applications Figure 105 User Client Applications The User Client Applications menu page contains these menu items: Basic Menu This menu displays menu items that all users can use: Attendant Console Busy Lamp Field CommPilot Call Manager Client Call Control Outlook Integration Phone Status Monitoring Windows Messenger Advanced Menu This menu displays the menu items that users can use only if such functions have been assigned to them: BroadWorks Agent BroadWorks Supervisor BroadWorks Assistant Enterprise BroadWorks Receptionist 2008 BROADSOFT INC. PAGE 117 OF 199

118 BroadWorks Communicator BroadWorks Communicator Multimedia BroadWorks Communicator G.729 Client License 7.1 Access Client Applications Menu To access the User Client Applications menu page, click Client Applications in the Options list. 7.2 Attendant Console The Attendant Console allows you to view call activity (on a call, not on a call, or do not disturb) for selected members in your group Customize the Attendant Console Use this menu item on the User Client Applications menu page to customize the columns displayed on the Attendant Console. Figure 106 Client Applications Attendant Console 1) On the User Client Applications menu page, click Attendant Console. The User Attendant Console page appears. The User Attendant Console page displays the column titles described below. Column Titles Action Department Description Populates the Call Manager dialog box with the phone number. Department of the user. User s address BROADSOFT INC. PAGE 118 OF 199

119 Column Titles Extension Mobile Name Number Pager Status Title Description Telephone extension of the user. User s mobile telephone number. Name of the user. Telephone number of the user. User s pager number. A red icon appears if you are on a call or has a red line through it indicating Do Not Disturb (DND) is enabled. User s title, name, and department. This is a sortable field. 2) Check Launch Attendant Console on Login if you want to launch the Attendant Console service when logging in. 3) Check View Call Details if you want to see details of calls on the Attendant Console. 4) To add columns to the display, move columns from Available Columns to Displayed Columns. In the Available Columns, select the columns. You can select some or all of the items in a column. Item names are listed in alphabetical order. To select several items in sequential order, click the first name, hold down the SHIFT key on the keyboard, and click the last name. To select several items, but not in a particular order, click the names while holding down the CTRL key on the keyboard. To add the selected columns to the display, click Add >. To move all columns (unselected) at once, click Add All >>. 5) To remove the selected columns from the display, click Remove <. To move all columns (unselected) at once, click Remove All <<. In the Displayed Columns, select the columns. To remove columns from the display, move columns from the Displayed Columns to the Available Columns. NOTE: The Add > and Add All >> buttons always move items from a column on the left to a column on the right. The Remove < and Remove All << buttons always move items from a column on the right to a column on the left. 6) Position the displayed columns as required, by clicking in the column you wish to move within the display and clicking Move Up and Move Down. 7) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page. NOTE: You must add users to monitor in the Phone Status Monitor service before their names can appear in the Attendant Console BROADSOFT INC. PAGE 119 OF 199

120 7.2.2 Display Calls with Attendant Console This section provides reference information on the Attendant Console page. Figure 107 Attendant Console Page From any page on CommPilot Personal, click the Attendant Console link in the upper right-hand corner. The Attendant Console page appears. The Attendant Console page displays the columns and tabs described below. Column or Tab Name Status Name Number Ext Action Department Title Mobile Pager User Detail Instructions Indicates the user call status. A red icon indicates that the user is on a call. A green icon indicates that the user is not engaged on a call. A red crossing line icon indicates that Do Not Disturb (DND) is enabled on the user s line. Displays the user s name. Clicking on the column header sorts the list by name. Displays the user s phone number. Displays the user s extension. Populates the Call Manager window with this user s calling information. Displays the user s department. Displays the user s title. Displays the user s mobile number. Displays the user s pager number. Launches the mail client with the user s . Displays the detailed information of the selected user BROADSOFT INC. PAGE 120 OF 199

121 Column or Tab Name Call Info Instructions Displays the information about the selected call Filter Calls in the Attendant Console 1) On the Attendant Console, from the drop-down list, select the filter type ( Name, Department, or Title ). 2) Click Set. The list displays the call entries that match the filter. 3) Click Reset to display the original call entries. Hot keys are available for quick access to Attendant Console features: Hot Key ALT-S ALT-R CTRL-D CTRL-M CTRL-P CTRL-E A through Z Instructions Applies the current filter to the call entries in the table. Resets the filter so that all the call entries are displayed in the table. Displays and populates Call Manager with the selected user s phone number for the selected row. Displays and populates Call Manager with the selected user s mobile number for the selected row. Displays and populates Call Manager with the selected user s pager number for the selected row. Launches the default mail client with the To address populated with the selected user's . Positions the cursor on the name of the first user whose last name begins with that letter or the next user after that (if a user does not exist with a last name beginning with the letter). 7.3 Busy Lamp Field The Busy Lamp Field feature allows SIP Attendant Console phones to manage the lamp and console displays for monitored users. You can select members in your group or enterprise to be monitored using a SIP Attendant Console phone. Use the Busy Lamp Field page to add or remove users to be monitored BROADSOFT INC. PAGE 121 OF 199

122 Figure 108 User Busy Lamp Field 1) To select users, move users from the Available Users column to the Monitored Users column. In the Available Users column, select the users. You can select some or all of the items in a column. Item names are listed in alphabetical order. To select several items in sequential order, click the first name, hold down the SHIFT key on the keyboard, and click the last name. To select several items, but not in a particular order, click the names while holding down the CTRL key on the keyboard. To select the selected users, click Add >. To select all users (unselected) at once, click Add All >>. 2) To de-select, move users from the Monitored Users column to the Available Users column. In the Monitored Users column, select the users. To de-select the selected users, click Remove <. To de-select all users (unselected) at once, click Remove <<. NOTE: The Add > and Add All >> buttons always move items from a column on the left to a column on the right. The Remove < and Remove << buttons always move items from a column on the right to a column on the left. 3) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page BROADSOFT INC. PAGE 122 OF 199

123 7.4 CommPilot Call Manager Use this menu item on the User Client Applications menu page to display information on CommPilot Call Manager. The CommPilot Call Manager service allows you to initiate, manipulate, and receive calls through a web-based interface. Figure 109 Client Applications CommPilot Call Manager 1) On the User Client Applications menu page, click CommPilot Call Manager. The User CommPilot Call Manager page appears, showing information on the CommPilot Call Manager services. 2) To access CommPilot Call Manager, click Call Manager at the upper right of a page. 3) To have the CommPilot Call Manager launch automatically upon login, check Launch CommPilot Call Manager on Login. To display the previous page, click OK. The User Client Applications menu page appears. 7.5 Client Call Control Use this menu item on the User Client Applications menu page to view your account for third-party call control applications. The Client Call Control service allows you to use applications such as the Client Application Protocol (CAP) interface through an external call client application. This service must be assigned to you by your group administrator. You cannot configure this service BROADSOFT INC. PAGE 123 OF 199

124 Figure 110 Client Applications Client Call Control 1) On the User Client Applications menu page, click Client Call Control. The User Client Call Control page appears. 2) To display the previous page, click OK. The User Client Applications page appears. 7.6 Outlook Integration Use this menu item on the User Client Applications menu page to activate or deactivate Outlook integration. The Outlook Integration service allows you to access your Outlook contacts from CommPilot Call Manager. Figure 111 Client Applications Outlook Integration 1) On the User Client Applications menu page, click Outlook Integration. The User Outlook Integration page appears. NOTE: When the CommPilot Call Manager page is opened, an alert box appears asking if a BroadSoft component can be downloaded, which enables Outlook Integration. Click OK to allow download and installation. (This can take a few minutes.) The CommPilot window appears upon completion BROADSOFT INC. PAGE 124 OF 199

125 You may be instructed to reboot your PC for the changes to take effect. If you click NO, you do not have an Outlook list to view. Clicking NO can cause scripting errors. Until you download the necessary components, the alert box appears each time CommPilot is opened. 2) To activate Outlook Integration, select On. To deactivate it, select Off. 3) Specify the location from which your contacts are retrieved. Select either Retrieve Contacts From Default Contact Folder Only, or Retrieve All Contacts. 4) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page. 7.7 Phone Status Monitoring Use this menu item on the User Client Applications menu page to add users to the Phone Status Monitoring service. This service allows you to monitor calls within your group. It is configurable via the Attendant Console. The User Phone Status Monitoring page is a list page that contains an advanced search. The advanced search lets you define specific search criteria to narrow your search and display a manageable list. For more information on defining search criteria, see the BroadWorks Getting Started Web Interface Administration Guide. Figure 112 Client Applications Phone Status Monitoring 1) On the User Client Applications menu page, click Phone Status Monitoring. The User Phone Status Monitoring page appears. 2) To add users to the display, move users from the Available Users column to the Monitored Users column. In the Available Users column, select the users. You can select some or all of the items in a column. Item names are listed in alphabetical order. To select several 2008 BROADSOFT INC. PAGE 125 OF 199

126 items in sequential order, click the first name, hold down the SHIFT key on the keyboard, and click the last name. To select several items, but not in a particular order, click the names while holding down the CTRL key on the keyboard. To add the selected users to the display, click Add >. To move all users (unselected) at once, click Add All >>. 3) To remove users from the display, move users from the Monitored Users column to the Available Users column. In the Monitored Users column, select the users. To remove the selected users from the display, click Remove <. To move all users (unselected) at once, click Remove All <<. NOTE: The Add > and Add All >> buttons always move items from a column on the left to a column on the right. The Remove < and Remove All << buttons always move items from a column on the right to a column on the left. 4) To filter the users in the display, from the Show only drop-down list, select a filter. 5) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page. 7.8 Windows Messenger Use this menu item on the User Client Applications menu page to use Windows messenger functionality. The Windows Messenger service allows you to use Microsoft Messenger instead of an analog or IP phone to make and receive calls. In addition, Windows Messenger allows you to perform private instant messaging between members of your group. You retain access to all your features while using Windows Messenger. Figure 113 Client Applications Windows Messenger 1) On the User Client Applications menu page, click Windows Messenger. The User Windows Messenger page appears, showing information on the Windows Messenger service. 2) To display the previous page, click OK. The User Client Applications page appears BROADSOFT INC. PAGE 126 OF 199

127 7.9 BroadWorks Agent The BroadWorks Agent is a toolbar for Microsoft Outlook and Internet Explorer that enables users to perform typical call center agent activities, call control, basic reporting, and service configuration. For more information, see the BroadWorks Call Center User Guide. Figure 114 Client Applications BroadWorks Agent 1) On the User Client Applications menu page, click BroadWorks Agent. The User BroadWorks Agent page appears. 2) To display the previous page, click OK. The User Client Applications page appears BroadWorks Supervisor The BroadWorks Supervisor is a toolbar for Microsoft Outlook and Internet Explorer that enables users to perform advanced call features of a call center such as: Real-time queue monitoring capabilities Enhanced reporting Supervisor barge-in service BroadWorks Call Center service integration For information on configuring BroadWorks Call Center, see the BroadWorks Call Center Administration Guide. For information on using BroadWorks Call Center, see the BroadWorks Call Center User Guide. Figure 115 Client Applications BroadWorks Supervisor 2008 BROADSOFT INC. PAGE 127 OF 199

128 1) On the User Client Applications menu page, click BroadWorks Supervisor. The User BroadWorks Supervisor page appears. 2) To display the previous page, click OK. The User Client Applications page appears BroadWorks Assistant Enterprise The BroadWorks Assistant Enterprise is an integrated toolbar that enables you to make and accept telephone calls, and change telephone settings, from within Internet Explorer and Outlook. For example, you can automatically initiate calls by clicking on phone numbers from within Outlook or Internet Explorer. You can also configure basic call control services, such as Selective Call Forwarding, Do Not Disturb, Voice Mail to , Simultaneous Ring, and so on. For information on using BroadWorks Assistant Enterprise, see your BroadWorks Assistant-Enterprise User Guide. Figure 116 Client Applications BroadSoft Assistant Enterprise 1) On the User Client Applications menu page, click BroadSoft Assistant Enterprise. The BroadSoft Assistant Enterprise page appears. 2) To display the previous page, click OK. The User Client Applications page appears BroadWorks Receptionist The BroadWorks Receptionist is an attendant console for use by receptionists, or telephone attendants, who manage and screen inbound calls for enterprises. It enables advanced call control specification, contact directories and phone status. For information on using BroadWorks Receptionist, see the BroadWorks Receptionist User Guide BROADSOFT INC. PAGE 128 OF 199

129 Figure 117 Client Applications BroadWorks Receptionist 1) On the User Client Applications menu page, click BroadWorks Receptionist. The User BroadWorks Receptionist page appears. 2) To display the previous page, click OK. The User Client Applications page appears BroadWorks Communicator Use this menu item on the User Client Applications menu page to verify that the BroadWorks Communicator feature has been assigned to you. BroadWorks Communicator is an audio-only soft client. Figure 118 Client Applications BroadWorks Communicator 1) On the User Client Applications menu page, click BroadWorks Communicator. The User BroadWorks Communicator page appears. 2) To display the previous page, click OK. The User Client Applications page appears BroadWorks Communicator Multimedia Use this menu item on the User Client Applications menu page to verify that the BroadWorks Communicator Multimedia feature has been assigned to you. BroadWorks Communicator Multimedia is a video add-on service. This service enables video for the BroadWorks Communicator service BROADSOFT INC. PAGE 129 OF 199

130 Figure 119 Client Applications BroadWorks Communicator Multimedia 1) On the User Client Applications menu page, click BroadWorks Communicator Multimedia. The User BroadWorks Communicator Multimedia page appears. 2) To display the previous page, click OK. The User Client Applications page appears BroadWorks Communicator G.729 Use this menu item on the User Client Applications menu page to verify that the BroadWorks Communicator G.729 feature has been assigned to you. BroadWorks Communicator G.729 enables the G.729 audio codec for all voice calls on BroadWorks Communicator. Figure 120 Client Applications BroadWorks Communicator G.729 1) On the User Client Applications menu page, click BroadWorks Communicator G.729. The User BroadWorks Communicator G.729 page appears. 2) To display the previous page, click OK. The User Client Applications page appears Client License Use this menu item on the User Client Applications menu page to verify that a licensable third-party service has been assigned to you. NOTE: If there is no Client License item on the menu, none has been assigned to you. 1) On the User Client Applications menu page, click Client License. The User Client License page appears BROADSOFT INC. PAGE 130 OF 199

131 The message This service has no configuration indicates the third-party service has been assigned to you, and requires no configuration at the user level. 2) To display the previous page, click OK. The User Client Applications page appears BROADSOFT INC. PAGE 131 OF 199

132 8 Messaging Use the User Messaging menu page to configure voice mail parameters, such as distribution lists or greetings. Figure 121 User Messaging Basic menu This menu displays menu items that all users can use: Aliases Distribution Lists Greetings Voice Portal Voice Management Advanced services This menu displays the menu items that users can use only if such functions have been assigned to them: Third-Party MWI Control Third-Party Voice Mail Support Voice Portal Calling Fax Messaging 8.1 Access Messaging Menu To access the User Messaging menu page, click Messaging in the Options list. 8.2 Aliases Use this menu item on the User Messaging menu page to: View or Delete Your Aliases 2008 BROADSOFT INC. PAGE 132 OF 199

133 Add an Alias The Aliases service allows you to access your voice mailbox from other phones as if you were at your primary phone. NOTE: To receive calls from other phones, you need to program your phone to forward and/or call forward no answer to the Voice Portal DN, or the number that you call to retrieve your messages View or Delete Your Aliases Use this procedure to view or delete the other phone numbers from which you can access your voice mailbox as if you were at your office phone (for example, your cell phone). Figure 122 Messaging Aliases 1) On the User Messaging menu page, click Aliases. The User Aliases page appears, showing your aliases. 2) To delete an entry, check the Delete box next to the entry. 3) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. WARNING: This action cannot be undone. Once you click Apply or OK, the entry is permanently deleted. 4) To exit without saving, select another page or click Cancel to display the previous page Add an Alias Use this procedure to add a phone number from which you can access your voice mailbox as if you were at your office phone (for example, your cell phone) BROADSOFT INC. PAGE 133 OF 199

134 Figure 123 Aliases Aliases Add 1) On the User Messaging menu page, click Aliases. The User Aliases page appears, showing your aliases. 2) Click Add. The User Aliases Add page appears. 3) Type the alias phone number in the * Phone Number text box. 4) To save your changes and display the previous page, click OK. To exit without saving, select another page or click Cancel to display the previous page. 5) In the User Aliases page, save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. 8.3 Distribution Lists Use this menu item on the User Messaging menu page to: Create a Distribution List Add or Delete a Distribution List The Distribution Lists service allows you to create and maintain lists of phone numbers or SIP-URI addresses for distributing voice mail messages Create a Distribution List Use this procedure to create a list of phone numbers or SIP-URI addresses for distributing voice mail messages. You can create up to 10 different lists BROADSOFT INC. PAGE 134 OF 199

135 Figure 124 Messaging Distribution Lists 1) On the User Messaging menu page, click Distribution Lists. The User Distribution Lists page appears. 2) Click the tab for the list that you want to create. 3) In the Description text box, enter a description of this list for your own reference. 4) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page. NOTE: You can modify this list at any time. Remember to save your changes Add or Delete a Distribution List Entry Use this procedure to add a phone number or SIP-URI address to a distribution list, or to delete one from it BROADSOFT INC. PAGE 135 OF 199

136 Figure 125 Distribution Lists Distribution Lists Add/Delete 1) On the User Messaging menu page, click Distribution Lists. The User Distribution Lists page appears. 2) Click the tab for the list that you want to add to or delete from. 3) To add an entry, type a phone number or SIP-URI address in the Phone Number/SIP- URI text box. 4) Click Add. The entry is added to the list. 5) Or, to delete and entry, check the Delete box beside the phone number to be deleted. 6) Click Delete. The entry is deleted. WARNING: This action cannot be undone. Once you click Delete, the entry is permanently deleted. 8.4 Greetings Use this menu item on the User Messaging menu page to configure your greetings. The Greetings service allows you to configure the messages your callers hear or see when your phone is busy or you do not answer. NOTE: You can upload video files to be used as your personal greetings. However, if the calling party is not able to see video, then only the audio portion is heard BROADSOFT INC. PAGE 136 OF 199

137 Figure 126 Messaging Greetings On the User Messaging menu page, click Greetings. The User Greetings page appears To Set the Busy Greeting: 1) If you want callers to hear or see the standard system greeting when your phone line is busy, select System greeting. Or, 2) If you want callers to hear or see a personalized message, select Personal greeting. 3) Type the name of a.wav file that contains your personalized greeting in the Load personal greeting text box, or click Browse to locate the file. If your voice messaging service has video support enabled, you can also type the name of a.mov file that contains your personalized greeting in the Load Personal Video Greeting text box, or click Browse to locate the file. NOTE: You can modify the Busy Greeting at any time. Remember to save your changes To Set the No Answer Greeting: 1) If you want callers to hear or see the standard system greeting when there is no answer, select System greeting BROADSOFT INC. PAGE 137 OF 199

138 Or, 2) If you want callers to hear or see a personalized message, select Unavailable Greeting. 3) Type the name of a.wav file that contains your personalized greeting in the Load Unavailable Greeting text box, or click Browse to locate the file. Type the name of a.mov file that contains your personalized greeting in the Load Unavailable Video Greeting text box, or click Browse to locate the file. Go to step 2 of this procedure. If you have recorded an alternate greeting for callers to hear or see when there is no answer, type the name of the alternate greeting in the Greeting Name text box, click the button next to one of the alternate greetings. Type the name of a.wav file that contains your personalized greeting in the Audio control, or click Browse to locate the file. If your voice messaging service has video support enabled, you can also type the name of a.mov file that contains your personalized greeting in the Video control, or click Browse to locate the file. NOTE: You may provide up to three alternate No Answer recordings. However, only one No Answer recording may be active at any time: the System Greeting, the Personal Greeting, or one of the alternate greetings. 4) Select the number of rings you want callers to hear before your greeting. Other services, such as Call Forwarding No Answer, share this setting, and if it is changed in one service, that change affects all other services using this value. 5) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page. NOTE: You can modify the No Answer Greeting at any time. Remember to save your changes. 8.5 Voice Portal Use this menu item on the User Messaging menu page to upload a recorded personalized name. The Personalized Name service allows you to configure a recording of your name for Auto Attendant and Messaging Upload a Recorded Personalized Name Use this procedure to upload a recording of your name for Auto Attendant and Messaging BROADSOFT INC. PAGE 138 OF 199

139 Figure 127 Messaging Voice Portal 1) On the User Messaging menu page, click Voice Portal. The User Voice Portal page appears. 2) Check the box to indicate that the personalized name recording should be used with Auto Attendant and Voice Messaging. Callers hear the user name recording when using the name-dialing feature and when transferring to the user s extension. NOTE: Depending on the way your group administrator has configured the group Voice Portal, this checkbox may not be editable. For example, if the personalized name recording usage has been assigned to your group by the group administrator, a check-mark appears in the interface, but it is not editable. 3) Type the name of the.wav file of the user name in the Load Name text box or click Browse to locate the file. 4) Check the Auto-login to Voice Portal when calling from my home text box to enable the auto-login option. When this is enabled, the system recognizes the calling user, and the password collection phase is skipped. 5) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page. 8.6 Voice Management Use this menu item on the User Messaging menu page to: Activate and Set Up Voice Messaging Configure Advanced Settings for Voice Management The Voice Management service allows you to configure the handling of your voice messages Activate and Set Up Voice Messaging Use this procedure to specify how you want your voice messages handled BROADSOFT INC. PAGE 139 OF 199

140 Figure 128 Messaging Voice Management 1) On the User Messaging menu page, click Voice Management. The User Management page appears. 2) For Voice Messaging, select On. 3) Indicate if you want all calls, busy calls, or unanswered calls sent to voice mail. 4) To retrieve voice messages using the phone and , select Use unified messaging. 5) If you have selected unified messaging and you want to hear a stuttered dial tone (and on some phones see a blinking light) to inform you when you have messages waiting, check Use Phone Message Waiting Indicator. 6) If you always listen to your voice messages using your client and do not use the phone retrieval option, click Forward it to this address and type the address where you want your voice messages to be sent. 7) If you want to receive a short message informing you about incoming calls, check Notify me by of the new voice message at this address and type the address where you want these notifications to be sent. 8) If you want a carbon copy of your messages to be sent to another address, check a carbon copy of the voice message to and type the address where you want the copy to be sent. 9) If you want callers to be able to press 0 during your outgoing voice message and be transferred to another number, such as a mobile phone or Auto Attendant, check Transfer on 0 to Phone Number and type the phone number to transfer the calls. 10) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page BROADSOFT INC. PAGE 140 OF 199

141 8.6.2 Configure Advanced Settings for Voice Management Use this procedure to configure advanced voice management settings. You can perform this procedure only if you have access to the (Advanced Settings [Also saves current screen data]) hyperlink. See your group administrator for access to this hyperlink. Figure 129 Voice Management Management Advanced Settings 1) On the User Messaging menu page, click Voice Management. The User Management page appears. 2) Click the (Advanced Settings [Also saves current screen data]) link. The User Management Advanced Settings screen appears. 3) If you want to use a personal server for your messages, go to step 8 of this procedure. Otherwise, click the Group s Mail Server. 4) Type your address. 5) Type your user ID for the group mail server. 6) Type your password for the group mail server. 7) Go to step 14 of this procedure. 8) If you want to use a personal server for your messages, click a Personal Mail Server. 9) Type the IP address or the fully qualified name of the mail server hosting the account for your voice messages. 10) From the drop-down list, select the protocol that must be used to connect to the account, either POP3 or IMAP. 11) Select Delete all messages marked for deletion when using IMAP to permanently delete all messages marked for deletion. 12) Type your address BROADSOFT INC. PAGE 141 OF 199

142 13) Type your user ID for the personal mail server. 14) Type your password for the personal mail server. 15) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page. 8.7 Third-Party MWI Control Use this menu item on the User Messaging menu page to use third-party MWI control. The Third Party MWI Control service allows you to receive a message waiting indicator (MWI) to alert you of messages waiting on a third-party voice mail system. When you redirect incoming calls encountering a busy or no answer condition to a third-party voice mail system, this service gives you an MWI when messages are deposited on this mail system. The MWI can be a stuttered dial tone or, on some phones, a light on your phone. The MWI is deactivated when you retrieve your messages Use Third-Party MWI Control Use this procedure to receive a message from other network elements to allow your Message Waiting Indicator (MWI) to work on your phone. Figure 130 Messaging Third-Party MWI Control 1) On the User Messaging menu page, click Third-Party MWI Control. The User Third-Party MWI Control page appears, showing information about the Third-Party MWI Control service. 2) To display the previous page, click OK. The User Messaging menu page appears. 8.8 Third-Party Voice Mail Support Use this menu item on the User Messaging menu page to configure a third-party voice mail system. Third-Party Voice Mail Support allows you to use an external voice mail system to handle your voice messages BROADSOFT INC. PAGE 142 OF 199

143 8.8.1 Configure a Third-Party Voice Mail System Use this procedure to configure a third-party voice mail system to handle your voice messages. Figure 131 Messaging Third-Party Voice Mail Support 1) On the User Messaging menu page, click Third-Party Voice Mail Support. The User Third-Party Voice Mail Support page appears. 2) To activate third-party voice mail support, click On. Click Off to deactivate this service. 3) If you activated this service and want to send your busy calls to the third-party voice mail system, check the Send Busy Calls to Voice Mail box. 4) If you activated this service and want to send your unanswered calls to the third-party voice mail system, check the Send Unanswered Calls to Voice Mail box. 5) For Number of rings before greeting, select the number of rings before the voice mail greeting is played. 6) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. 7) To exit without saving, select another page or click Cancel to display the previous page. 8.9 Voice Portal Calling Use this menu item on the Messaging Incoming Calls page to turn Voice Portal Calling on or off. The Voice Portal Calling service allows you to make a call from a phone as if you were calling from your desk phone. To access the Make Call option from the Voice Portal Calling menu, turn Voice Portal Calling on Turn Voice Portal Calling On or Off Use this procedure to enable or disable Voice Portal Calling BROADSOFT INC. PAGE 143 OF 199

144 Figure 132 Messaging Voice Portal Calling 1) On the User Messaging menu page, click Voice Portal Calling. The User Voice Portal Calling page appears. 2) To enable Voice Portal Calling, click On. To disable it, click Off. When Voice Portal Calling is on, you can make calls from the Voice Portal menu from the Make Call option. 3) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page Fax Messaging Turn Fax Messaging On and Off Use this menu item on the Messaging Incoming Calls page to turn Fax Messaging on or off. Fax Messaging allows you to receive faxes over a dedicated phone number. Faxes received are immediately stored in your voice messaging mailbox, and are accessible for review and printing via the Voice Portal. Voice Management services and Call Notification services apply to fax messages. Using the Voice Portal, you retrieve fax messages in the same manner that you retrieve voice messages. You can review new and existing fax messages, skip, repeat, save and erase fax messages, and play fax envelope information. In addition, faxes can be printed. To print a fax from the Voice Portal, you supply a fax machine number, when prompted, identify where the fax is sent for printing. The call to the fax machine for printing is subject to your usual call restrictions. If Call Notification is turned on for you, an is sent to the address specified every time a fax is received; indicating the receipt of the fax message, the calling number and the time and day it was received. After printing from the Voice Portal an is also sent, indicating the success or failure of the print job. For information on setting up Call Notification, see section 3.8 Call Notify. Depending on your Voice Management settings, you can also receive fax messages through your application. In this case, faxes appear as TIFF attachments to . You can view these using a suitable third-party application such as Microsoft Windows Picture and Fax Viewer. From there, faxes can be sent to a printer. For information on setting up to receive voice and fax messages as , see section 8.6 Voice Management BROADSOFT INC. PAGE 144 OF 199

145 Your administrator is responsible for assigning you a fax number and initially enabling fax messaging. Figure 133 Messaging Fax Messaging 1) On the User Messaging menu page, click Fax Messaging. The User Fax Messaging page appears. 2) To enable Fax Messaging, click On. To disable it, click Off. When Fax Messaging is on, you can receive faxes at the number assigned to you for this purpose. 3) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page BROADSOFT INC. PAGE 145 OF 199

146 9 Service Scripts Use the User Service Scripts menu page to configure and load Call Processing Language (CPL) scripts and view the CPL logs. CPL scripts are custom-written scripts for specialized call control. For example, a law firm may want to customize Call Notify to trigger an notification to the billing department for every incoming call. This could be accomplished using a CPL script. BroadSoft, certified third-party developers, certified group administrators, or service providers develop CPL scripts. Figure 134 User Service Scripts The User Service Scripts Basic menu displays the items that all users can use including: Configuration Load Logs 9.1 Access Service Scripts Menu To access the User Service Scripts menu page, click Service Scripts in the Options list. 9.2 Configuration Use this menu item on the User Service Scripts menu page to enable or disable a CPL script that has already been loaded. NOTE: A Service Script you enable at the user level takes precedence over one enabled at the group level Enable or Disable CPL Scripts Use this procedure to enable or disable a CPL script for specialized call control BROADSOFT INC. PAGE 146 OF 199

147 Figure 135 Service Scripts Configuration 1) On the User Service Scripts menu page, click Configuration. The User Configuration page appears. When selected, the path of the script file displays with the.cpl extension in the Script Source box. 2) Click Enabled or Disabled. Enabled indicates the feature is on. 3) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page. 9.3 Load Use this menu item on the User Service Scripts menu page to load a CPL script. The Load service allows you to load a CPL script for use in specialized call control Load a CPL Script Use this procedure to load a CPL script BROADSOFT INC. PAGE 147 OF 199

148 Figure 136 Service Scripts Load 1) On the User Service Scripts menu page, click Load. The User Load page appears. 2) If the script is in a file, type the path and file name in the File text box or click the Browse button to locate the file. If the file is located on a web server, type the address in the URL text box. 3) Click Apply to start loading. To exit without loading, click Cancel or select another page. Saved indicates the file loaded and parsed correctly. If the file does not parse, an error message is displayed indicating the line number and error type. 4) To display the previous page, click OK. The User Service Scripts page appears. 9.4 Logs Use this menu item on the User Service Scripts menu page to view and clear the CPL log. The Logs service allows you to examine the CPL log file View and Clear the CPL Log Use this procedure to view the CPL log and clear the log, if you wish BROADSOFT INC. PAGE 148 OF 199

149 Figure 137 Service Scripts Logs 1) On the User Service Scripts menu page, click Logs. The User Logs page appears, showing the CPL log trail. The logs displayed in the Log trail box are the logs generated by and specified in the script. 2) If you want to clear the log trail, check Clear Logs. 3) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page BROADSOFT INC. PAGE 149 OF 199

150 10 Utilities This chapter contains sections that correspond to each item on the User Utilities menu page. Use the User Utilities menu page to change your system password, display your call logs, consult your Feature Access Codes, view your group directory, and verify your intercept user status. Figure 138 User Utilities Basic menu This menu displays menu items that all users can use: Authentication Enhanced Call Logs Feature Access Codes Group Directory Enterprise Directory Intercept User NOTE: Group Directory only appears if you are a member of a group. Enterprise Directory only appears if you are a member of an enterprise Access Utilities Menu To access the User Utilities menu page, click Utilities in the Options list Authentication Use this menu item on the User Utilities menu page to set your new password. The Authentication service allows you to change your system password to prevent unauthorized access to your account BROADSOFT INC. PAGE 150 OF 199

151 Set Your New Password Use this procedure to set your new system password. All text boxes are required. Figure 139 Utilities Authentication 1) On the User Utilities menu page, click Authentication. The User Authentication page appears. 2) Type your Authentication User Name. 3) Type your current authentication password. 4) Type your new authentication password. 5) Confirm your new authentication password. 6) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page Enhanced Call Logs Use this menu item on the User Utilities menu page to: View Placed Calls View Received Calls View Missed Calls The Enhanced Call Logs service allows you to view the latest placed, received, or missed calls View Placed Calls Use this procedure to display all placed calls BROADSOFT INC. PAGE 151 OF 199

152 Figure 140 User Enhanced Call Logs (Placed Calls Tab) 1) On the User Utilities menu page, click Enhanced Call Logs. The User Enhanced Call Logs page displays the Placed Calls tab. The User Enhanced Call Logs page displays the items described below. Item Name Phone Number Date/Time Description Name of the person called. Phone number of the person called. The date and time the call was placed. 2) To display the previous page, click OK View Received Calls Use this procedure to display all received calls. Figure 141 User Enhanced Call Logs (Received Calls Tab) 1) On the User Utilities menu page, click Enhanced Call Logs. The User Enhanced Call Logs page displays the Placed Calls tab. 2) Click the Received Calls tab. The User Enhanced Call Logs page displays the Received Calls tab BROADSOFT INC. PAGE 152 OF 199

153 The User Enhanced Call Logs page displays the items described below. Item Name Phone Number Date/Time Description Name of the person who called. Phone number of the person who called. The date and time the call was placed. 3) To display the previous page, click OK View Missed Calls Use this procedure to display all missed calls. Figure 142 User Enhanced Call Logs (Missed Calls Tab) 1) On the User Utilities menu page, click Enhanced Call Logs. The User Enhanced Call Logs page displays the Placed Calls tab. 2) Click the Missed Calls tab. The User Enhanced Call Logs page displays the Missed Calls tab. The User Enhanced Call Logs page displays the items described below. Item Name Phone Number Date/Time Description Name of the person who called. Phone number of the person who called. The date and time the call was placed. 3) To display the previous page, click OK Feature Access Codes Use this menu item on the User Utilities menu page to view your feature access codes. The Feature Access Codes service allows you to consult the list of star codes assigned to you. You can view, but not edit these codes View Your Feature Access Codes Use this procedure to display your Feature Access Codes BROADSOFT INC. PAGE 153 OF 199

154 Figure 143 Utilities Feature Access Codes 1) On the User Utilities menu page, click Feature Access Codes. The User Feature Access Codes page appears, showing your star codes. The following table describes the Feature Access Codes. Code Name Description #8 Automatic Callback Deactivation Terminates all current Automatic Callback sessions. Automatic Callback retries a busy line automatically, with notification as soon as the called party is free. The called party must be in the same group as you. *72 Call Forwarding Always Activation Redirects your incoming phone calls to another number, such as a mobile phone or administrative assistant. After dialing the feature access code, dial the phone number where you want your calls to be redirected BROADSOFT INC. PAGE 154 OF 199

155 Code Name Description *73 Call Forwarding Always Deactivation *21 Call Forwarding Always to Voice Mail Activation #21 Call Forwarding Always to Voice Mail Deactivation Terminates the Call Forwarding Always service. Upon deactivation, your calls ring on your phone unless you have set up another service such as Call Forwarding Busy, Call Forwarding No Answer, or Do Not Disturb. Redirects incoming phone calls to your voice mail. Terminates the Call Forwarding Always To Voice Mail service. Upon deactivation, your calls ring on your phone unless you have set up another service such as Call Forwarding Busy, Call Forwarding Busy To Voice Mail, Call Forwarding No Answer, or Do Not Disturb. *90 Call Forwarding Busy Activation Redirects incoming phone calls to another number, such as a mobile phone or administrative assistant, when you are on the phone. After dialing the feature access code, dial the phone number where you want your calls to be redirected. *91 Call Forwarding Busy Deactivation Terminates the Call Forwarding Busy service. Upon deactivation, your calls ring on your phone unless you have set up another service such as Call Forwarding Always, Call Forwarding No Answer, or Call Management Do Not Disturb. *40 Call Forwarding Busy To Voice Mail Activation #40 Call Forwarding Busy To Voice Mail Deactivation *92 Call Forwarding No Answer Activation *93 Call Forwarding No Answer Deactivation *41 Call Forwarding No Answer To Voice Mail Activation #41 Call Forwarding No Answer To Voice Mail Deactivation *31 Calling Line ID Delivery Blocking Persistent Activation #31 Calling Line ID Delivery Blocking Persistent Deactivation *67 Calling Line ID Delivery Blocking per Call Redirects incoming phone calls to your voice mail when you are on the phone. Terminates the Call Forwarding Busy To Voice Mail service. Upon deactivation, your calls ring on your phone unless you have set up another service such as Call Forwarding Always, Call Forwarding Always To Voice Mail, Call Forwarding No Answer, or Call Management Do Not Disturb. Redirects your incoming phone calls to another number, such as a mobile phone or administrative assistant, when you do not answer your phone. After dialing the feature access code, dial the phone number where you want your calls to be redirected. Terminates the Call Forwarding No Answer service. Upon deactivation, your calls ring on your phone unless you have set up another service such as Call Forwarding Busy, Call Forwarding Always, or Do Not Disturb. Redirects incoming phone calls to your voice mail when you do not answer their phone. Terminates the Call Forwarding Busy To Voice Mail service. Upon deactivation, your calls ring on your phone unless you have set up another service such as Call Forwarding Busy, Call Forwarding Busy To Voice Mail, Call Forwarding Busy, or Call Management Do Not Disturb. Prevents display of your calling line ID for all calls. Displays your calling line ID for all calls. Hides your calling line ID on a per call basis. Before placing a call, dial the feature access code; then place your call as usual. Note that this service is only active for one phone call BROADSOFT INC. PAGE 155 OF 199

156 Code Name Description *65 Calling Line ID Delivery per Call Overrides the Calling Line ID Delivery Blocking Persistent setting for one call. *68 Call Park Places a call on hold with the intent of retrieving it from another extension. The call can be parked on your own extension or another within your group. *88 Call Park Retrieve Retrieves a call that has been parked. *98 Call Pickup Picks up a call within your assigned group. You cannot pick up calls outside your business group. The extensions within your business group can be viewed on the CommPilot Call Manager in your Group list. The Call Pickup group to which you belong is determined by the group administrator and may or may not consist of those members listed in your Group phone list. When you dial the Call Pickup code, you answer the ringing phone in your group. If more than one phone is ringing, you answer the phone that has been ringing the longest. *69 Call Return Returns a call to the phone number of the last call you received. You are allowed to return only calls to numbers that are acceptable according to your Outgoing Calling Plan. *43 Call Waiting Persistent Activation Turns on Call Waiting for all calls you place. #43 Call Waiting Persistent Deactivation Turns off Call Waiting for the next and all subsequent calls you place. *70 Cancel Call Waiting Turns off the Call Waiting service for the next call you place. *99 Clear Voice Message Waiting Indicator Clears the audible (and visible for some devices) message waiting indicator on your phone. *57 Customer Originated Trace Places a trace on the last number that called you. *97 Directed Call Pickup Picks up a call at a specific extension within your assigned group. The extensions within your business group can be viewed on the CommPilot Call Manager in your Group list. The Call Pickup group to which you belong is determined by the group administrator and may or may not consist of those members listed in your Group phone list. When you dial the Directed Call Pickup code followed by the extension, you answer the ringing call at that extension. *33 Directed Call Pick-up with Barge-in Dials an allowed prefix, followed by the assigned code and an extension to either pick up a ringing call in your group or to join an ongoing call with someone in your group. *55 Directed Voice Mail Transfer Transfers a caller on hold to your voice mail. *80 Diversion Inhibitor Allows a user to prevent redirection services from being activated on the terminating side of an unanswered call. *78 Do Not Disturb Activation Activates the Do Not Disturb service. When Do Not Disturb is active, your phone does not ring and all calls go directly to "busy treatment", such as Voice Messaging. *79 Do Not Disturb Deactivation Turns off the Do Not Disturb service. *22 Flash Call Hold Places a call on hold with the flash-hook to place another call. You can toggle between the two calls by pressing the flash-hook BROADSOFT INC. PAGE 156 OF 199

157 Code Name Description *66 Last Number Redial Dials the most recently dialed phone number called from your extension. *60 Music On Hold Per-Call Deactivation Deactivates the Music On Hold service for the current calls. *610 No Answer Timer Sets the numbers of rings before No-Answer handling is applied to the Voice Messaging, Third-Party Voice Mail Support, Call Forwarding No Answer, Call Forwarding No Answer To Voice Mail, and Sequential Ring services. *71 Per Call Account Code Charges a call to an account code assigned to you. *50 Push to Talk Provides an intercom-like functionality where you can call another party and be instantly connected. *75 Speed Dial 100 Calls the two-digit speed dial number of the party you want to call. *74 Speed Dial 8 Calls the two to nine-digit speed dial number of the party you want to call. *47 Sustained Authorization Code Activation (calls unlocking) *37 Sustained Authorization Code Deactivation (calls locking) Unlocks your calls. Locks your calls. *62 Voice Portal Access Allows you to access your Voice Portal. 2) To display the previous page, click OK. The User Utilities menu page appears Group Directory Use this menu item on the User Utilities menu page to: View the Group Directory View or Print a Summary of the Group Directory View or Print a Phone List The Group Directory service allows you to display your group directory and view or print either a summary of detailed phone list View the Group Directory The User Group Directory page is a list page that contains an advanced search. The Yahoo ID, Name, Phone Number, Extension, Mobile, Address, and Department appear for each user in the Group. Depending on the number of pages of data in a list, list pages allow you to present the data several different ways. You can click the headings of a column to change the sort order of items in the column, use the input boxes below the data to specify search criteria, or click the page links, for example, Next or Previous. The advanced search lets you define specific search criteria to narrow your search and display a manageable list. For more information on defining search criteria, see the BroadWorks Getting Started Web Interface Administration Guide. Use this procedure to display your Group Directory BROADSOFT INC. PAGE 157 OF 199

158 Figure 144 Utilities Group Directory 1) On the User Utilities menu page, click Group Directory. The User Group Directory page displays your group directory. The items displayed on the Group Directory page are described below. Item YahooID Name Phone Number Extension Mobile Address Department Description Displays the YahooID of the person in the group. Displays the name of the person in the group. Displays the phone number of the person in the group. Displays the phone extension of the person in the group. Displays the mobile phone number of the person in the group. Displays the address of the person in the group Displays the department of the person in the group. 2) To display the previous page, click OK. The User Utilities menu page appears View or Print a Summary of the Group Directory Use this procedure to display or print your Group Directory BROADSOFT INC. PAGE 158 OF 199

159 Figure 145 Utilities Group Directory Summary 1) On the User Utilities menu page, click Group Directory. The User Group Directory page displays your group directory. 2) Click Group Directory Summary. The Group Directory Summary displays a group phone list in summary form. The items displayed on the Group Directory Summary page are described below. Name Phone Extension Mobile Dept. Displays the name of the person in the Group. Displays the phone number of the person in the Group. Displays the phone extension of the person in the Group. Displays the mobile phone number of the person in the Group. Displays the address of the person in the Group. Displays the department of the person in the Group. 3) To display the previous page, click x in the right-hand corner of the page. The User Group Directory page appears View or Print a Phone List Use this procedure to display or print your Group Directory Detail Phone List BROADSOFT INC. PAGE 159 OF 199

160 Figure 146 Utilities Group Directory Detail 1) On the User Utilities menu page, click Group Directory. The User Group Directory page displays your group directory. 2) Click Group Directory Detail. The Group Directory Detail displays a group phone list in detail. The name, department, and phone number of each group member appear. 3) To display the previous page, click x in the right-hand corner of the page. The User Group Directory page appears Enterprise Directory Use this menu item on the User Utilities menu page to: View the Enterprise Directory View or Print a Summary of the Enterprise Directory View or Print a Phone List The Enterprise Directory service allows you to display your enterprise directory and view or print either a summary of the enterprise directory or a detailed phone list View the Enterprise Directory The User Enterprise Directory page is a list page that contains an advanced search. The Name, Phone Number, Extension, Mobile, Address, Group, and Department appear for each user in the Enterprise. Depending on the number of pages of data in a list, list pages allow you to present the data several different ways. You can click the headings of a column to change the sort order of items in the column, use the input boxes below the data to specify search criteria, or click the page links, for example, Next or Previous. The advanced search lets you define specific search criteria to narrow your 2008 BROADSOFT INC. PAGE 160 OF 199

161 search and display a manageable list. For more information on defining search criteria, see the BroadWorks Getting Started Web Interface Administration Guide. Use this procedure to display your Enterprise Directory. Figure 147 Utilities Enterprise Directory 1) On the User Utilities menu page, click Enterprise Directory. The User Enterprise Directory page displays your enterprise directory. The items displayed on the Enterprise Directory page are described below. Item Name Phone Number Extension Mobile Address Department Description Displays the name of the person in the enterprise. Displays the phone number of the person in the enterprise. Displays the phone extension of the person in the enterprise. Displays the mobile phone number of the person in the enterprise. Displays the address of the person in the enterprise. Displays the department of the person in the enterprise. 2) To display the previous page, click OK. The User Utilities menu page appears View or Print a Summary of the Enterprise Directory Use this procedure to display or print your Enterprise Directory BROADSOFT INC. PAGE 161 OF 199

162 Figure 148 Utilities Enterprise Directory Summary 1) On the User Utilities menu page, click Enterprise Directory. The User Enterprise Directory page displays your enterprise directory. 2) Click Enterprise Directory Summary. The Enterprise Directory Summary displays an enterprise phone list in summary form. The items displayed on the Enterprise Directory Summary page are described below. Item Name Phone Extension Mobile Dept Description Displays the name of the person in the enterprise. Displays the phone number of the person in the enterprise. Displays the phone extension of the person in the enterprise. Displays the mobile phone number of the person in the enterprise. Displays the address of the person in the enterprise. Displays the department of the person in the enterprise. 3) To display the previous page, click x in the right-hand corner of the page. The User Enterprise Directory page appears View or Print a Phone List Use this procedure to display or print your Enterprise Directory Detail Phone List BROADSOFT INC. PAGE 162 OF 199

163 Figure 149 Utilities Enterprise Directory Detail 1) On the User Utilities menu page, click Enterprise Directory. The User Enterprise Directory page displays your enterprise directory. 2) Click Enterprise Directory Detail. The Enterprise Directory Detail displays a group phone list in detail. The name, department, and phone number of each enterprise member appears. 3) To display the previous page, click x in the right-hand corner of the page. The User Enterprise Directory page appears Intercept User Use this menu item on the User Utilities menu page to view intercept user status. The Intercept User service allows you to verify if your service has been intercepted. If the service is on, calls to your number are intercepted. The caller hears a message indicating "Out of service. If your calls are being directed to another number through messaging or when the caller presses '0', that choice is indicated in the Enabled column and a phone number appears in the Data column View Intercept User Status Use this procedure to verify if your service has been intercepted BROADSOFT INC. PAGE 163 OF 199

164 Figure 150 Utilities Intercept User 1) On the User Utilities menu page, click Intercept User. The User Intercept User page appears, showing your intercept user status. 2) To display the previous page, click OK. The User Utilities menu page appears BROADSOFT INC. PAGE 164 OF 199

165 11 Conferencing Use the User Conferencing menu page to administer conference bridges. You have access to this menu page only if you have been authorized. Figure 151 User Conferencing Menu The User Conferencing menu page contains these menu items: Basic menu Conferences Recordings Advanced menu Bridges Reports 11.1 Access Conferencing Menu To access the Conferencing menu page, click Conferencing in the Options list Conferences Use this menu item on the User Conferencing menu page to: List Current Conferences List Future Conferences List Expired Conferences Delete a Conference from the Future List Add a Conference to Start Immediately Add a One-Time Conference Add a Recurring Conference Add a Reservationless Conference Modify a Conference Delete a Conference 2008 BROADSOFT INC. PAGE 165 OF 199

166 Access as a Leader Access as a Participant List Current Conferences You use the User Conferences (Current tab) page to list the current conferences on the system as shown in the following figure. Current conferences appear on this list five minutes before the start of the conference. On this page you can search for a particular conference or delete a conference from the list. From this page, you can display your future or expired conferences, start a conference with two participants, add a conference, add a conference for two participants, or select a conference to be modified or deleted. The User Conferences page is a list page that contains an advanced search. The Bridge Name, Title, Owners, Type, and Start Time appear for each conference. Depending on the number of pages of data in a list, list pages allow you to present the data several different ways. You can click the headings of a column to change the sort order of items in the column, use the input boxes below the data to specify search criteria, or click the page links, for example, Next or Previous. The advanced search lets you define specific search criteria to narrow your search and display a manageable list. For more information on defining search criteria, see the BroadWorks Getting Started Web Interface Administration Guide. Use this procedure to display all or a subset of your current conferences. Figure 152 User Conferences (Current Tab) 1) On the User Conferencing menu page, click Conferences. The User Conferences page displays the Current tab. 2) To display the previous page, click OK or Cancel List Future Conferences You use the User Conferences (Future tab) page to list the future conferences on the system as shown in the following figure. Future conferences are also listed on the Current tab five minutes before they begin. On this page you can search for a particular conference or delete a conference from the list. From this page, you can display your current or expired conferences, start a conference with two participants, add a conference, add a conference for two participants, or select a conference to be modified or deleted BROADSOFT INC. PAGE 166 OF 199

167 The User Conferences (Future Tab) page is a list page that contains an advanced search. The Bridge Name, Title, Owners, Type, Start Date, and Start Time appear for each conference. Depending on the number of pages of data in a list, list pages allow you to present the data several different ways. You can click the headings of a column to change the sort order of items in the column, use the input boxes below the data to specify search criteria, or click the page links, for example, Next or Previous. The advanced search lets you define specific search criteria to narrow your search and display a manageable list. For more information on defining search criteria, see the BroadWorks Getting Started Web Interface Administration Guide. Use this procedure to display all or a subset of your future conferences. Figure 153 User Conferences (Future Tab) 1) On the User Conferencing menu page, click Conferences. The User Conferences page displays the Current tab. 2) Click the Future tab. The User Conferences page displays the Future tab. 3) To display the previous page, click OK or Cancel List Expired Conferences You use the User Conferences (Expired tab) page to list the expired conferences on the system as shown in the following figure. On this page you can search for a particular conference or delete a conference from the list. From this page, you can display your future or current conferences, add a conference, start a conference with two participants, add a conference for two participants, or select a conference to be modified or deleted. The User Conferences (Expired tab) page is a list page that contains an advanced search. The Bridge Name, Title, Owners, Type, and Expiry Date appear for each conference. Depending on the number of pages of data in a list, list pages allow you to present the data several different ways. You can click the headings of a column to change the sort order of items in the column, use the input boxes below the data to specify search criteria, or click the page links, for example, Next or Previous. The advanced search lets you define specific search criteria to narrow your search and display a manageable list. For more information on defining search criteria, see the BroadWorks Getting Started Web Interface Administration Guide. Use this procedure to display all or a subset of your expired conferences BROADSOFT INC. PAGE 167 OF 199

168 Figure 154 User Conferences (Expired Tab) 1) On the User Conferencing menu page, click Conferences. The User Conferences page displays the Current tab. 2) Click the Expired tab. The User Conferences page displays the Expired tab. 3) To display the previous page, click OK or Cancel Delete a Conference from the Future List You use the User Conferences Future tab page to delete a conference on the system as shown in the following figure. Use this procedure to delete a conference. NOTE: You cannot delete a Current or Expired conference. Figure 155 User Conferences (Future Tab) 1) On the User Conferencing menu page, click Conferences. The User Conferences page displays the Current tab. 2) Click the Future tab. 3) Check Delete beside the conference to delete BROADSOFT INC. PAGE 168 OF 199

169 4) Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. WARNING: This action cannot be undone. Once you click Apply or OK, the conference is permanently deleted. To exit without saving, select another page or click Cancel to display the previous page Add a Conference to Start Immediately Use the User Conferences Quick Add page to add a conference call immediately. This conference call can accommodate yourself and one other person. To add a conference to start immediately, use the User Conferences Quick Add page as follows: Figure 156 Conferences Conferences Quick Add 1) On the User Conferencing menu page, click Conferences. The User Conferences page displays the Current tab. 2) Click Quick Add. The User Conferences Quick Add page appears. 3) Select a conference bridge from the Bridge Name drop-down list. 4) Type the leader's phone number. Your phone number is populated by default. These are the numbers that appear. You can type a different phone number or SIP address over these numbers. 5) Type the participant s phone number or SIP address. 6) Type the participant's name. This name appears on the User - Conference Call Control page (Optional). 7) Type the project billing code. This code can be up to 50 characters (Optional). 8) To save your changes and display the previous page, click OK. As well, once you click OK, the conference bridge calls the leader's phone number and the participant's phone number to initiate the conference. To exit without saving, select another page or click Cancel BROADSOFT INC. PAGE 169 OF 199

170 Add a One-Time Conference Use the User Conferences Add page to add a conference for a single occasion. To add a one-time conference, use the User Conferences Add page as follows: Figure 157 Conferences Conferences Add (A One-Time Conference) 1) On the User Conferencing menu page, click Conferences. The User Conferences page displays the Current tab. 2) Click Add. The User Conferences Add page appears. 3) Select a conference bridge from the Bridge Name drop-down list. 4) Select an owner from the Owner drop-down list. 5) Type a descriptive title for the conference. The title can be up to 80 characters. 6) Check the Leader Required check box to specify that a leader is required to begin the conference. When checked, participants are put on hold until the leader has joined the conference. 7) Check the Announce Callers check box to announce participants' names when they join the conference. When checked, participants will be asked to record their names when they join the conference. The system will play those recordings to announce the participants. If you select this option, you can have the system play a Roll Call of all participants recorded names. To play a Roll Call, press ##3 at any time during a conference. 8) Check the Drop all participants on leader log out check box to drop all callers from the conference call if the conference leader leaves the conference call. 9) Click the One-Time conference type. 10) Type the start date in month/day/year format or click on the calendar icon to select the date from the pop-up calendar. To select a date, click the calendar icon to the right of the text box for a date. In the calendar box, to change the month, click either of the 2008 BROADSOFT INC. PAGE 170 OF 199

171 inner circles with arrowheads. To change the year, click either of the outer circles with arrowheads. Then click the day. The selected date appears in the text box. 11) Type the time of day the conference is scheduled to run. Type the time in Hour:Minute format. If required by the time format, select AM or PM from the drop-down list. 12) Specify the Duration. Select the number of hours from the drop-down list and then select the number of minutes from the drop-down list. The total hours and minutes represent the duration of the conference. 13) Type the Project Billing Code. This code can be up to 50 characters (Optional). 14) Click OK. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page Add a Recurring Conference Use the User Conferences Add page to add a recurring conference. To add a recurring conference, use the User Conferences Add page as follows: Figure 158 Conferences Conferences Add (A Recurring Conference) 1) On the User Conferencing menu page, click Conferences. The User Conferences page displays the Current tab. 2) Click Add. The User Conferences Add page appears. 3) Select a conference bridge from the Bridge Name drop-down list. 4) Select an owner from the Owner drop-down list BROADSOFT INC. PAGE 171 OF 199

172 5) Type a descriptive title for the conference. The title can be up to 80 characters. 6) Select the Leader Required check box to specify that a leader is required to begin the conference. When checked, participants are put on hold until the leader has joined the conference. 7) Check the Announce Callers check box to announce participants' names when they join the conference. When checked, participants will be asked to record their names when they join the conference. The system will play those recordings to announce the participants. 8) If you select this option, you can have the system play a Roll Call of all participants recorded names. To play a Roll Call, press ##3 at any time during a conference. 9) Check the Drop all participants on leader log out check box to drop all callers from the conference call if the conference leader leaves the conference call. 10) Click the Recurring conference type. 11) Type the Start Date in month/day/year format or click on the calendar icon to select the date from the pop-up calendar. To select a date, click the calendar icon to the right of the text box for a date. In the calendar box, to change the month, click either of the inner circles with arrowheads. To change the year, click either of the outer circles with arrowheads. Then click the day. The selected date appears in the text box. 12) Specify the Start Time. Type the time of day the conference is scheduled to run. Type the time in Hour:Minute format. If required by the time format, select AM or PM from the drop-down list. 13) Select the Duration. Select the number of hours from the drop-down list and then select the number of minutes from the drop-down list. The total hours and minutes represent the duration of the conference. 14) To schedule a daily conference, click Daily and type the frequency of the days to schedule. 15) To schedule a weekly conference, click Weekly and type the frequency of the weeks to schedule. Then check the day of the week. Figure 159 Conferences Conferences Add (Recurring Weekly) 16) To schedule a monthly conference, click Monthly and specify the frequency of one of the following: 2008 BROADSOFT INC. PAGE 172 OF 199

173 Figure 160 Conferences Conferences Add (Recurring Monthly) To schedule the conference based on the day of the month, select Every month(s) on Day of the month. Type the monthly interval and then type the day of the month. To schedule the conference based on the day of the week, select Every month(s) on the of the month. Type the monthly interval and then select the occurrence of the day of the week from the drop-down list. 17) Type the Project Billing Code. This code can be up to 50 characters (Optional). 18) Click OK. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page Add a Reservationless Conference Use the User Conferences Add page to add a reservationless conference. A reservationless conference is open for up to six months. To add a reservationless conference, use the User Conferences Add page as follows: Figure 161 Conferences Conferences Add (Reservationless Conference) 1) On the User Conferencing menu page, click Conferences. The User Conferences page displays the Current tab. 2) Click Add. The User Conferences Add page appears BROADSOFT INC. PAGE 173 OF 199

174 3) Select a conference bridge from the Bridge Name drop-down list. 4) Select an owner from the Owner drop-down list. 5) Type a descriptive title for the conference. The title can be up to 80 characters. 6) Check the Leader Required check box to specify that a leader is required to begin the conference. When checked, participants are put on hold until the leader has joined the conference. 7) Check the Announce Callers check box to announce participants' names when they join the conference. When checked, participants are asked to record their names when they join the conference. The system plays those recordings to announce the participants. If you select this option, you can have the system play a Roll Call of all participants recorded names. To play a Roll Call, press ##3 at any time during a conference. 8) Check the Drop all participants on leader log out check box to drop all callers from the conference call if the conference leader leaves the conference call. 9) Click the Reservationless conference type. 10) Type the Start Date in month/day/year format or click on the calendar icon to select the date from the pop-up calendar. To select a date, click the calendar icon to the right of the text box for a date. On the calendar box, to change the month, click either of the inner circles with arrowheads. To change the year, click either of the outer circles with arrowheads. Then click the day. The selected date appears in the text box. 11) Specify the End Date (up to 26 weeks in advance) in month/day/year format or click on the calendar icon to select the date from the pop-up calendar. To select a date, click the calendar icon to the right of the text box for a date. In the calendar box, to change the month, click either of the inner circles with arrowheads. To change the year, click either of the outer circles with arrowheads. Then click the day. The selected date appears in the text box. 12) Type the Project Billing Code. This code can be up to 11 characters. 13) Click OK. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page Modify a Conference Use the User Conferences Modify page to modify a conference. On this page you can modify or delete a particular conference. From this page, you can add documents or recordings to a conference, control a conference, and join a conference. To modify a conference, use the User Conferences Modify page as follows: 2008 BROADSOFT INC. PAGE 174 OF 199

175 Figure 162 Conferences Conferences Modify 1) On the User Conferencing menu page, click Conferences. The User Conferences page displays the Current tab. 2) If the conference is not on the Current tab, click the tab that contains the conference to modify (Future or Expired). 3) Click Edit or any item in the row of the conference to modify. The User Conferences Modify page appears. 4) Modify existing conference information as required. The Bridge Name, Owner, Type, Start Date, and, Start Time can not be modified. To change any of these fields, you must delete the conference and add a new conference. 5) Click OK. To exit without saving, click Cancel or select another page Control a Conference Use the Conference Call Control page to control a conference. The following information appears for each leader and participant: Leader a check mark indicates the conference call leader(s). Phone Number (Name) displays the phone number (or SIP address) and the name of the participant (if available). Status displays the status of the participant. Status types include: Answered the participant is live on the conference call. On Hold the participant's line is currently on hold BROADSOFT INC. PAGE 175 OF 199

176 Muted the participant's line has been muted. Action displays the actions you can perform on the participant s line. Actions include: Resume lets a participant resume a conference after their line has been muted or put on hold. Mute suspends the participant's ability to speak on the conference call. Hold puts the participant's line on hold. Drop drops the participant's line from the conference call. To control a conference, use the User Conference Call Control page as follows: Figure 163 Conferences Conference Call Control To Access the Conference Call Control Page: On the User - Conference Modify page, click Call Control. The Conference Call Control page appears Add a Participant Immediately Use the Conference Call Control page to add a participant immediately to a conference. 1) In the * Phone Number/SIP-URI text box, type the participant s phone number. 2) Type the participant s name (Optional). 3) Click Call. The participant s phone number dials and the participant joins the conference call. NOTE: A leader can add participants by pressing ##2 on the telephone. A leader can also determine the maximum number of participants allowed by pressing ##3 on the telephone Join a Conference Use the Conference Call Control page to join a conference immediately. On the Conference Call Control page, click Join. The bridge administrator s number dials and you can join the conference BROADSOFT INC. PAGE 176 OF 199

177 Lock a Conference Use the Conference Call Control page to lock a conference. Lock a conference to ensure that other participants do not join the conference. 1) On the Conference Call Control page, click Lock. Additional participants can not join the conference. 2) Click Unlock to unlock the conference. Additional participants can join the (unlocked) conference Record a Conference Use the Conference Call Control page to record a conference. You can record any portion of the conference call, or pause a recording of a conference call, and resume recording later in the call. As well, you can make any number of subsequent recordings during a conference call. 1) On the Conference Call Control page, click Start Recording. The conference is being recorded as an audio file (WAV, AIFF, or AU). 2) Once you have started to record a conference call, you may pause the recording by clicking Pause Recording. To resume recording, click Resume Recording. 3) Click Stop Recording to stop recording this portion of the conference. Access this recording from either the User Conferences Modify Recordings page or the User Conferences Recording page Mute Participants Use the Conference Call Control page to mute participants during a conference. You can mute participants to give a lecture. NOTE: Leaders cannot be muted. 1) On the Conference Call Control page, click Mute Participants. The participants may not speak in the conference. A participant muted by the conference leader may unmute himself or herself by pressing ##1 (Hand Raising). The leader will be alerted that the participant wishes to speak, and may choose to re-mute that participant at any time using the Mute action link for his or her name or the Mute Participants link. 2) Click Resume to release the mute. NOTE: Participants and leaders can mute themselves. Press ##1 to mute the call. Press ##1 to un-mute the call Put Participants on Hold Use the Conference Call Control page to put everybody on hold during a conference. Participants on hold hear silence. 1) On the Conference Call Control page, click Hold All. 2) Click Resume to release the hold BROADSOFT INC. PAGE 177 OF 199

178 Drop Participants from a Conference Use the Conference Call Control page to drop everybody from the conference. On the Conference Call Control page, click Drop All Modify Conference Documents Use the User Conferences Modify Documents page to add, modify, or delete a document associated with a conference. Use this page to add the following types of files: Microsoft Word files (.doc) Microsoft Excel files (.xls) Microsoft PowerPoint files (.ppt) The following information is displayed for each document: Document File Name displays the name of the document. Status displays the status of the document. Status types include: Pending the document is waiting to be processed. Queued the document is preparing to be processed. Read the document is available for conference participants. Error there was an error in adding the document. Please try again. Error Message displays the error message pertaining to the document. To modify a document available for a conference, use the User Conferences Modify Documents page as follows: Figure 164 Conferences Conferences Modify Documents 1) On the User Conferencing menu page, click Conferences. The User Conferences page displays the Current tab BROADSOFT INC. PAGE 178 OF 199

179 2) If the conference is not on the Current tab, click the tab that contains the conference to modify (Future or Expired). 3) Click Edit or any item in the row of the conference to modify. The User Conferences Modify page appears. 4) Click Documents. The User Conferences Modify Documents page appears Add a Document to be Available for a Conference 1) On the User Conferences Modify Document page, type the name of the document or Browse to select it. 2) Type the password to decrypt this document (Optional for Microsoft Word and Excel documents that are password-protected.). 3) Click Add. NOTE: If you do not click Add, the document is not added. NOTE 2: An error message is displayed when trying to upload a document with an unsupported extension type. 4) Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page Delete a Document Available for a Conference 1) On the User Conferences Modify Documents page, check Delete in the check box beside the document to delete. 2) Click Delete. The document is deleted and the User Modify Conferences page appears. WARNING: This action cannot be undone. Once you click Delete, the document is permanently deleted Modify a Conference Recording Use the User Recordings page to modify or delete a recording of a conference. The following information is displayed for each recording: Start Date displays the start date of the recording. Start Time displays the start time of the recording. Duration displays the duration of the recording. The User Conferences Modify page is a list page that contains an advanced search. The Start Date, Start Time, and Duration appear for each conference. Depending on the number of pages of data in a list, list pages allow you to present the data several different ways. You can click the headings of a column to change the sort order of items in the 2008 BROADSOFT INC. PAGE 179 OF 199

180 column, use the input boxes below the data to specify search criteria, or click the page links, for example, Next or Previous. The advanced search lets you define specific search criteria to narrow your search and display a manageable list. For more information on defining search criteria, see the BroadWorks Getting Started Web Interface Administration Guide. Figure 165 Conferences Conferences Modify Recordings 1) On the User Conferencing menu page, click Conferences. The User Conferences page displays the Current tab. 2) If the conference is not on the Current tab, click the tab that contains the conference to modify (Future or Expired). 3) Click Edit or any item in the row of the conference to modify. The User Conferences Modify page appears. 4) Click Recordings. The User Conferences Modify Recordings page appears Playing a Conference Recording Use the User Recordings Playback page to: Playback a recording of a conference (either with or without a corresponding slideshow presentation). Save a recording. Play a recording to a specific telephone number. a URL reference to a recording for someone else to play. Delete a conference recording. Conference recordings are created from the User Conference Call Control page. For more information, see section Control a Conference. The following procedure includes several ways to play a conference recording BROADSOFT INC. PAGE 180 OF 199

181 Figure 166 Conferences Recordings Playback 1) From the User Conferences Modify Recordings page, click Play to listen to the recording. 2) Click Save to save the audio recording (in WAV, AIFF, or AU formats). 3) Type the phone number to direct the audio recording to and click Call and type the access number to listen to the recording on the phone. 4) Click Recording Playback URL to listen to the audio recording from the web. 5) Click Recording Details to open an message with the URL to the audio recording included. Type the address of the person you are sending this recording to and send the message to someone else to play. 6) Click OK to save your changes and display the previous page. To exit without saving, select another page or click Cancel to display the previous page Delete a Conference Recording Use the User Recording Playback page to delete a recording of a conference BROADSOFT INC. PAGE 181 OF 199

182 Figure 167 Conferences Recordings Playback From the User Conferences Modify Recordings page, click Delete. The previous page appears. WARNING: This action cannot be undone. Once you click Delete, the recording is permanently deleted Delete a Conference Use the User Conferences Modify page to delete a conference. On this page you can modify or delete a particular conference. From this page, you can add documents to a conference, record a conference, access the User Call Control page, and join a conference. To delete a conference, use the User Conferences Modify page as follows: NOTE: You can only delete Future conferences. You cannot delete Current or Expired conferences BROADSOFT INC. PAGE 182 OF 199

183 Figure 168 Conferences Conferences Modify/Delete 1) On the User Conferencing menu page, click Conferences. The User Conferences page displays the Current tab. 2) Click the Future tab (you cannot delete a current or expired conference). 3) Click Edit or any item in the row of the conference to modify. The User Conferences Modify page appears. 4) Click Delete. The User Conferences page displays the Current tab. The conference is deleted. WARNING: This action cannot be undone. Once you click Delete, the recording is permanently deleted Access as a Leader Use the Leader Access section of the User Conferences Modify page to access the conference as a leader. In this section you can join the conference, display a presentation, send an invitation, or schedule a leader in their calendar BROADSOFT INC. PAGE 183 OF 199

184 Figure 169 Conferences Conferences Modify (Leader Access Section) Join a Conference as a Leader Use the User Join a Conference page to join a conference as a leader. To join a conference, use the Leader Access section of the User Conferences Modify page to access the User Join a Conference page as follows: Figure 170 Conferences Modify Join a Conference 1) In the Leader Access section of the User Conferences Modify page, click the Join Conference URL link. The User Join a Conference page appears. The owner s number is pre-filled in the Phone Number/SIP-URI text box. 2) Click Call. The phone number is called and access number submitted. You join the conference. NOTE: You can also dial the phone number to join the conference Make a Presentation as a Leader Use the Leader Access section of the User Presentation page to access the User Presentation page to make a presentation BROADSOFT INC. PAGE 184 OF 199

185 Figure 171 Conferences Modify Leader Presentation 1) In the Leader Access section of the User Conferences Modify page, click the Presentation URL (if a document is available for the conference) in the Leader Access section of the User Conferences Modify page when you are ready to make your presentation. Take note of the Presentation Password if a password appears. The User Presentation page appears. 2) Type the password (if required). Use the navigation buttons at the top of this page to control the display of the presentation. The document is presented to the conference participants. Figure 172 Leader Presentation Sample Document 3) Click End Presentation to finish the presentation. NOTE: You can click Join Conference to join the conference from this page Send Invitations to a Leader Use the Leader Access section of the User Conferences Modify page to send an message to invite leaders to a conference. 1) In the Leader Access section of the User - Conferences Modify page, click Invitation to send an invitation to the leader. Your default application opens a new message that includes the scheduling and access information for the conference. 2) Type the leader s address and send the invitation Book an Appointment with a Leader for a Conference Use the Leader Access section of the User Conferences Modify page to book an appointment with a leader for a conference in their appointment calendars BROADSOFT INC. PAGE 185 OF 199

186 NOTE: The Calendar Appointment works specifically with a calendar application that works with.ics files. 1) In the Leader Access section of the User - Conferences Modify page, click Calendar Appointment to book an appointment with a leader in his/her calendar application. Your calendar application opens a new entry that includes the scheduling and access information for the conference. 2) Type the additional information and book the appointment Access as a Participant Use the Participant Access section of the User Conferences Modify page to access the conference as a participant. In this section you can join the conference, display a presentation, send an invitation, or schedule a participant in their calendar. Figure 173 Conferences Modify Participant Access Section Join a Conference as a Participant Use the User Join a Conference page to join a conference as a participant. To join a conference, use the Participant Access section of the User Conferences Modify page to access the User Join a Conference page as follows: Figure 174 Participant Access Join a Conference 2008 BROADSOFT INC. PAGE 186 OF 199

187 1) In the Participant Access section of the User Conferences Modify page, click the Join Conference URL link. The User Join a Conference page appears. 2) In the Phone Number/SIP-URI text box, type your phone number. 3) Click Call. Your phone number is called. You join the conference View a Presentation as a Participant Use the Participant Access section of the User Conferences Modify page to access the User Presentation page. The Leader must have started the presentation for this page to appear. Figure 175 Participant Access Participant Presentation 1) In the Participant Access section of the User Conferences Modify page, click the Presentation URL (if a document is available for the conference) in the Participant Access section of the User Conferences Modify page. Take note of the Presentation Password if a password appears. The User Presentation page appears. 2) Enter the password (if required). NOTE 1: The presentation does not appear until the leader makes his/her presentation. Click Refresh to see if the presentation has started. NOTE 2: You can click Join Conference to join the conference from this page. 3) To download the presentation, click Download at the top right-hand corner of the page. 4) Click X in the top right-hand corner of the page to close the presentation Send Invitations to Participants Use the Participant Access section of the User Conferences Modify page to send an e- mail message to invite participants to a conference. 1) In the Participant Access section of the User - Conferences Modify page, click Invitation to send an invitation to the participant. Your default application opens a new message that includes the scheduling and access information for the conference. 2) Type the participants address and send the invitation BROADSOFT INC. PAGE 187 OF 199

188 Book an Appointment with a Participant for a Conference Use the Participant Access section of the User Conferences Modify page to schedule participants in a conference in their appointment calendars. NOTE: The Calendar Appointment works specifically with a calendar application that works with.ics files. 1) In the Participant Access section of the User - Conferences Modify page, click Calendar Appointment to book an appointment with a participant in their calendar application. Your calendar application opens a new entry that includes the scheduling and access information for the conference. 2) Type the additional information and book the appointment Recordings Use this menu item on the User Conferencing menu page to: List Recordings Delete a Recording Playback a Recording Playback a Recorded Slideshow List Recordings The Recordings service allows you to display, play, send, and delete recordings of conference calls on the conference bridge(s) assigned to you List Recordings You use the User Recordings page to list or delete all recordings on your conference bridge(s) as shown in the following figure. On this page you can search for a particular recording. From this page, you select a recording to be played or deleted. The User Recordings page is a list page that contains an advanced search. The Bridge Name, Title, Owners, Start Date, Start Time, and Duration appear for each conference. Depending on the number of pages of data in a list, list pages allow you to present the data several different ways. You can click the headings of a column to change the sort order of items in the column, use the input boxes below the data to specify search criteria, or click the page links, for example, Next or Previous. The advanced search lets you define specific search criteria to narrow your search and display a manageable list. For more information on defining search criteria, see the BroadWorks Getting Started Web Interface Administration Guide. You use this page to display recorded conference calls or portions thereof. The following information is displayed for each recording: Bridge Name displays the name of the conference bridge of the recording. Title displays the title of the conference from which the recording was made. Owner displays the name of the owner of the conference from which the recording was made. Start Date displays the start date of the recording BROADSOFT INC. PAGE 188 OF 199

189 Start Time displays the start time of the recording. Duration displays the duration of the recording. Use this procedure to display all or a subset of your current recordings. Figure 176 Conferences Recordings 1) On the User Conferencing menu page, click Recordings. The User Recordings page appears. 2) To display the previous page, click OK or Cancel Delete a Recording You use the User Recordings page to delete a specific recording of a conference. To delete a recording, use the User Recordings page as follows: 1) On the User Conferencing menu page, click Recordings. The User Recordings page appears. 2) Check the recording to delete. 3) Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. WARNING: This action cannot be undone. Once you click Apply or OK, the recording is permanently deleted. To exit without saving, select another page or click Cancel to display the previous page Playback a Recording You use the User Recordings Playback page to replay a slideshow with an audio recording, replay or save an audio recording of a conference, or send an message with a URL to the audio recording for someone else to play BROADSOFT INC. PAGE 189 OF 199

190 Figure 177 User Recordings Playback 1) On the User Conferencing menu page, click Recordings. The User Recordings page appears. 2) Click Edit or any item in the row of the recording to playback. The User Recordings Playback page appears. 3) Click Slideshow Playback URL to playback a recorded presentation. For more information, see section Playback a Recorded Slideshow. 4) Playback the recording through one of the following: Click Play to listen to the recording. Click Save to save the audio recording. The Save As dialog box appears. Save the file in the format (WAV, AIFF, or AU) directory of your choice. Type the phone number to direct the audio recording to and click Call, to listen to the recording on the phone. Click the Recording Playback URL link to listen to the recording. 5) To send information about how to access a recording to someone in an message, click Recording Details. 6) Click OK. OK displays the previous page. To exit, select another page or click Cancel to display the previous page Playback a Recorded Slideshow You use the User Slideshow Playback page to replay a slideshow with an audio recording. The elapsed time of the presentation and the total time appear in the top righthand corner BROADSOFT INC. PAGE 190 OF 199

191 Figure 178 User Slideshow Playback 1) On the User Conferencing menu page, click Recordings. The User Recordings page appears. 2) Click Edit or any item in the row of the recording to playback. The User Recordings Playback page appears. 3) Click the Slideshow Playback URL. The User Slideshow Playback page appears. 4) From this page you can press the navigation buttons to perform the following: Skip to the Next slide of a PowerPoint presentation or the next document recorded during a conference. Skip to the Prev (previous) slide in a PowerPoint presentation or the previous document recorded during a conference. Play/Pause the presentation. Stop the presentation. Skip to the beginning of the presentation. Skip backwards 10 seconds in the presentation. Skip forwards 10 seconds ahead in the presentation. Skip to the end of the presentation. 5) Close the window. The User Recordings Playback page appears. 6) Click OK. OK displays the previous page. To exit, select another page or click Cancel to display the previous page Bridges Use this menu item on the User Conferencing menu page to: List Bridges Delegate Bridge Administration The Bridges service allows you to assign bridge administration privileges of bridges assigned to you to other bridge administrators BROADSOFT INC. PAGE 191 OF 199

192 List Bridges You use the User Conference Bridges page to list bridges assigned to you on the system as shown in the following figure. On this page you can search for a particular bridge. From this page, you select a bridge to share with delegates. The User Conferences Bridge page is a list page that contains an advanced search. Active, Name, Phone Number, Extension, and Ports information display for each conference bridge. Depending on the number of pages of data in a list, list pages allow you to present the data several different ways. You can click the headings of a column to change the sort order of items in the column, use the input boxes below the data to specify search criteria, or click the page links, for example, Next or Previous. The advanced search lets you define specific search criteria to narrow your search and display a manageable list. For more information on defining search criteria, see the BroadWorks Getting Started Web Interface Administration Guide. The following information is displayed for each bridge: Active a check mark indicates that this bridge is currently active and can be used to schedule a conference. Conference bridges without a checkmark are inactive. Inactive bridges cannot be used to conduct conferences or any live actions (for example, calling-in, joining, or adding a participant). Conferences can be scheduled that are connected to an inactive bridge. To change an inactive bridge to an active bridge, contact your group administrator. Name displays the name of the conference bridge. Phone Number displays the phone number for this conference bridge. Extension displays the extension for this conference bridge. Ports displays the number of ports available for use on this conference bridge. Use this procedure to display all or a subset of your bridges. Figure 179 User Conference Bridges 1) On the User Conferencing menu page, click Bridges. The User Conference Bridges page appears. 2) To display the previous page, click OK Delegate Bridge Administration You use the User Bridges Delegates page to delegate your bridge administration privileges to another bridge administrator. To assign bridge administration privileges to a delegate, use the User Bridges Delegates page as follows: 2008 BROADSOFT INC. PAGE 192 OF 199

193 Figure 180 User Conference Bridge Delegates 1) On the User Conferencing menu page, click Bridges. The User Conference Bridges page appears. 2) Click Edit or any item in the row of the bridge whose administration privileges you want to delegate. The User Conference Bridges Delegates page appears. 3) In the Bridge Administrators column, select the administrators to whom you want to delegate administration of this bridge. Select some or all of the administrators. The names of bridge administrators are listed in alphabetical order. To select several bridge administrators listed in consecutive order, click the first administrator name you want and, while holding down the SHIFT key on the keyboard, click the last administrator name you want to select. To select more than one bridge administrator, but not in a particular order, use your mouse to click the administrator names while holding down the CTRL key on the keyboard. 4) Click the Add > to assign selected bridge administrators to the Bridge Delegates column. Or, to move all services, click Add All >>. NOTE: Click Remove< and Remove ALL<< to remove bridge delegates from this bridge. 5) Click OK to save your changes. The previous page appears. To exit without saving, click Cancel or select another page Reports Use this menu item on the User Conferencing menu page to generate a report. To generate a report, use the User Reports page as follows BROADSOFT INC. PAGE 193 OF 199

194 Figure 181 User Reports 1) On the User Conferencing menu page, click Reports. The User Reports page appears. 2) Select a conference bridge from the Bridge Name drop-down list. 3) Specify the Start Date. Type the date in month/day/year format or click on the calendar icon to select the date from the pop-up calendar. To select a date, click the calendar icon to the right of the text box for a date. In the calendar box, to change the month, click either of the inner circles with arrowheads. To change the year, click either of the outer circles with arrowheads. Then click the day. The selected date appears in the input box. 4) Specify the End Date. Type the date in month/day/year format or click on the calendar icon to select the date from the pop-up calendar. To select a date, click the calendar icon to the right of the text box for a date. In the calendar box, to change the month, click either of the inner circles with arrowheads. To change the year, click either of the outer circles with arrowheads. Then click the day. The selected date displays in the input box. 5) Type the Project Billing Code. This code can be up to 50 characters. 6) Type an address to send this report to an user. 7) Click Generate Report. The report appears in a new window. The report displays information in the following columns: Bridge displays the name of the conference bridge. Call Date displays the date of the conference call. Call Start Time displays the start time of the conference call. Call Owner displays the owner of the conference call. Phone Number displays the phone number of the conference call participant (or leader). Direction displays the direction of the call (outgoing or incoming). Leg Start displays the time the caller joined the conference call BROADSOFT INC. PAGE 194 OF 199